HomeMy WebLinkAbout01-03-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL tax j -APPRAI, 1~4ENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION _ Off''` H~CTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 12-26-2011
ESTATE OF PERESIE JOSEPH L
DATE OF DEATH 03-21-2011
FILE NUMBER 21 11-0516
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-24-2012
(See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS t-- --------------
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PERESIE JOSEPH LFILE N0.:21 11-0516 ACN: 101 DATE: 12-26-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) •00 NOTE: To ensure proper
C2) 67,898.04 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) • 00 tax payment.
I5) 16, 150.30
c6) .00
C7) 34, 011.95
CB) 118,060.29
C9) 18 , 887.04
Clo) 2,596.82
11. Total Deductions Cil) 21,483.86
12. Net Value of Tax Return C12) 96,576.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14 Net Value of Estate Subject to Tax C14) 96,576.43
.
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 41,576.43 X 00 = .00
16. Amount of Line 14 taxable at LineallClass A rate C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 5. nOn _ (1n X 12 = 600.00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 50,000.00 X 15 = 7,500.00
19. Principal Tax Due C19)= 8 r 100.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-16-2011 CD014582 315.79 6,000.00
08-12-2011 CD014838 .00 1,784.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 8,100.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.