HomeMy WebLinkAbout01-17-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
DAVID A BARK ESQ
BARK SCHERER LLC
19 W SOUTH ST
CARLISLE
,~ ~ ~•NQTICE, QF,._I kERITANCE TAX Pennsylvania ~ ~ ~~
APPRAI~EM~NT, A~LaL.O~KNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
O~~-D.EDU_CTIONS~AI~D ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
'" O1.-10-2012
~, ~ I ~ ,' ` ~ I ' ~ ` DATE
ESTATE OF HE:RR MARY E
C~~w!~i^.r_ DATE OF DEATH Ill-23-2010
G1R~}.;~fiC~I` rj;l rr FILE NUMBER 2]L 10-1250
C~ li~+ .~-`~' ~ , ' ~F~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2012
(See reverse side under Objections )
PA 17013-3445 A~eount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
6 THIS LINE ~1 RETAIN LOWER PORTION_ FOR
CUT ALON YOUR RECORDS t- _ _________________
_
REV-1547 EX AFP C12-I1)
RASSESSMENTAOFOTAXCE
R
N OR
DEDUCTIONS AND
OF
DISALLOWANCE
MARY EFILE N0.:21 10-1250 ACN: 101 DATE: 01-10-2012
ESTATE OF: HERR
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF Rf~TURN BASED ON: ORIGINAL RETURN
00
998
177
ensure proper
T
OTE
.
,
C1) o
:
N
1. Real Estate (Schedule A)
8,500.00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
OU submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 •
C3) of this form with your
.
Mortgages/Notes Receivable (Schedule D)
4
C4) • 00
tax payment.
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
5 122,428.07
(5)
.
6. Jointly Owned Property (Schedule F) ,00
C6)
15,322.00
7. Transfers (Schedule G)
C7)
~$) 324.248.07
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9 C9) 51.693.29
.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
51,693.29
c11)
11. Total Deductions
C12) 272,554.78
12. Net Value of Tax Return
J) C13) •00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule 554.78
272
14. Net Value of Estate Subject to Tax (14) ,
NOTE: If an assesssent 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: ,00 X 00 .00
15. Amount of Line 14 at Spousal rate C15)
no x 045
= .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
-
18
452
= 5
X17)
17. Amount of Line 14 at Sibling rate
4.434-90 X 12
88 X 15
119
227
.
,
= 34,067.98
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .
,
C19)= 39,520.16
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-07-2011 CD .13988 1,976.01 ~+2,839.19
TOTAL TAX PAYMENT 44,815.20
BALANCE OF TAX DUE 5,295.04CR
INTEREST AND PEN. .00
TOTAL DUE 5,295.04CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,fir