HomeMy WebLinkAbout01-25-12NOTICE OF INHERITANCE TAX pennsywan~a ~'
BUREAU OF INDIVIDUAL TAXES APPRAI :7f'C'FP~"OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF D :~ ~'~ y~SSESSMENT OF TAX REV-1547 EX AFP (12-11)
PD BOX 280601 ~)',~) ~,=~ r L.`i
HARRISBURG PA 17128-0601
~I~~2 JAN 2~ PM 1~ ~E 01-16-2012
ESTATE OF MORRIS FLORENCE A
DATE OF DEATH 05-30-2011
~y~~~,S, ~~T FILE NUMBER 21 11-0655
JAMES D BOGAR {X~1V~~~}•; fr~. Q~CNNTY lUOMBERLAND
1 W MAIN ST APPEAL DATE: 03-16-2012
SH I REMANSTOWN PA 17011- 6327 (See reverse side under Objections)
Amount Reoitted
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 F-
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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: MORRIS FLORENCE AFILE N0.:21 11-0655 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,DO submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 8 49,999.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,4 5 9,232.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2, 002, 027.94
8. Total Assets (8) 5, 361 , 259.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39.727.25
10. Debts/Mortgage Liabilities/Liens (Schedule I] C10) .00
39,727.25
11. Total Deductions (11)
12. Net Value of Tax Return (12) 5, 321 , 532.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 5,321,532.35
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5.321 . ~32.3~ x 045 = 239,468.96
17. Amount of Line 14 at Sibling rate C17) _Dn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 )( 15 - ,00
19. Principal Tax Due (19)= 239,468.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-24-2011 CD014881 11,973.45 227,495.51
TOTAL TAX PAYMENT 239,468.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.