HomeMy WebLinkAbout01-17-12,,• NpTI~ OF INHERITANCE TAX Pennsylvania ~h~
BUREAU OF INDIVIDUAL TAXES ~~ ~ A~~RAI'SE~IEi~IL~t ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDU4~ONS AND ASSESSMENT OF TAX
PO BOX 260601 - - REV-1547 EX AFP C12-11)
HARRISBURG PA 17126-06D1
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~ DATE 01-03-2012
ESTATE OF STROHMENGER INA W
~(_~~ ~ ~;= DATE OF DEATH 1.2-23-2010
C~~~J. ' ~ '~'! '' ~r FILE NUMBER 21 11 - 0029
THOMAS E FLOWER (`~ I ~`^ ^~ COUNTY CUMBERLAND
10 WEST HIGH ST ACN 101
APPEAL DATE: 03-03-2012
C A R L I S L E P A 17 013 (See reverse ,side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- -i RETAIN LOWER PORTION FOR YOUR RECORDS E--
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REV-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE _ _
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STROHMENGER INA WFILE N0 .:21 11-0029 ACN: 101 DATE: 01-03-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
00
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
(2) 14 9,994.9 7 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 78 9,0 33.33 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
5.
Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) (5) 15,56 9.44
6. Jointly Owned Property (Schedule F) C6) 5T, 265.86
7. Transfers (Schedule G) (7) .00
8. Total Assets
cs) _ 1 , 011 , 863.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 9.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.389.75
11. Total Deductions
12.
Net Value of Tax Return (11) 39,639.41
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Schedul
J) 972, 224.19
14.
Net Value of Estate Subject to Tax e
(13) .00
C14) __ 972,224.19
NOTE: If an assessment was issued previously, lines 14, 15 and/'or 16
17 18 and 19
reflect figures that include the total
of ALL ,
,
returns assessed to d will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
(16) .
X
97?
?9 .00
17.
Amount of Line 14 at Sibling rate .
4.79 x 045 = 43,750.09
(17) 00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = 00
14. Principal Tax Due .
TAX CREDITS: (19)= 43,750.09
• ^•^~~~• R~~eiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
03-22-2011 CD014162 1,578.95
06-21-2011 CD014610 .00
AMOUNT PAID
30,000.00
9,664.69
INTEREST IS CHARGED THROUGH 01-18-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 41,243.64
BALANCE OF TAX DUE 2,506.45
INTEREST AND PEN. 24.05
TOTAL DUE 2,530.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A ^CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REVr1a70 Ex (01-10)
~ ;- Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Ina W. Strohmenger
.~vir-.rrGV or
ITEM
SCHEDULE NO.
C I 1
B. Belskey
EXPLANATION OF CHANGES
FILE NUMBER
2111-0029
101
Assessed at $789,033.33.
Be advised that our valuation considered the nature of the company's business, net asset
value, earning history, overall financial condition, general economic outlook, and other
relevant factors.
After review the above factors, it was determined that the company's Net Asset Value
would establish the value for the referenced estate's interest in the above mentioned
company.
The Net Asset Value of the company must include all Assets and Liabilities along with the
value of the Real Estate.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Paae 1