HomeMy WebLinkAbout10-07-11.-- `~
TICE OF INHERITANCE TAX Pennsylvania ~
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BUREAU OF INDIVIDUAL TA ~~ ~-~~~'~ ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~[. jj O~~It~~~cTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 260601 I
HARRISBURG PA 17128-0601 REV-1547 EX AFP C12-10)
~G:' u~~~' --7 Pry ~~ '-,u
CLERK Cr
ORPH~!`5 COt!RT
DAVID M ROLL 7~~_r.~-r~_r'•(4(., . r~ , PA.
8 TOWER BRIDGE 400
161 WASHINGTON ST
CONSHOHOCKEN PA 19428
DATE 10-03-2011
ESTATE OF JOHNSON AUDREY W
DATE OF DEATH 12-28-2009
FILE NUMBER 21 09-1212
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-02-2011
(See reverse side under Objections)
Aaount Ren:ftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-/--R_ETA_IN-LOWER POR_TION_
- - - ---------
REV-1547 EX AFP C12-10) FOR YOUR RECORDS F-~•
NOTICE OF INHERITANCE TAX ----------------
------------------
APPRAISEME
DISALLOWANCE OF DEDUCTIONS
ESTATE OF:
-----
NT, ALLOWANCE OR
AND ASSESSMENT OF
JOHNSON AUDREY WFILE NO..
•21 TAX
09-1212 ACN
TAX RETURN WAS: ( ) : 101 DATE:
10-03-2011
ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
SEE ATTACHED NOTICE
1. Real Estate (Schedule A) RETURN N0. O1
2. Stocks and Bonds (Schedule B) C1) 929.0 0 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) c2) .00 credit to your account,
4. Mortgages/Notes Receivable (Schedule D) C3) .00 submit the upper portion
f
5. Cash/Bank Deposits/Misc. Personal Propert
(S this form with your
c4) o
.00 tax payment.
y
chedule E)
6. Jointly Owned Property (Schedule F) C5)
.00
7. Transfers cSchedule G) (6) .0 0
8. Total Assets C7) .00
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 929.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ~q)_ 4 3 0 L•n
11. Total Deduction clo) 1.489.99
s
12• Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessB~ent was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
' """ " I RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID ( )
20 2011 CD014611 __
cll) 44,522.39
c12) 43,593.39-
(13) . 00
c14) 130,129 47
and/or 16, 17, 18 and 19 will
s assessed to date.
C15) .00 X
C16) l;n l99 •~ X
c17)- nn X
tls) , 00 X
AMOUNT PAID
00 = .00
045 = 5,855.83
12 = .00
15 = .00
c19)= 5,855.83
,612.
INTEREST IS CHARGED THROUGH 10-18-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 5,612.24
243.59
INTEREST AND PEN. 145.06
TOTAL DUE 388.65
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (0~;~}
~~' pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
.. - _ _ Po box 2soso~
Audrey W. Johnson
Destiny S.R. Brown
SCHEDULE I IND.
EXPLANATION OF CHANGES
Accepted additional assets debts and deductions.
2109-1212
101
Forwarded to Post Assessment Review Unit in reference to the reduction to Schedule E
INHERITANCE TAX
EXPLANATION
OF CHANGES
ROW
Paae 1