HomeMy WebLinkAbout01-25-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
TIMOTHY J HUBER ESQ
525 S 8TH ST
PO BOX 49
~~~~~F'+~~~IE~'ITANCE TAX
APPOF DE~i~NSt`~~A~SSESSMENT LOF WTAX E
~~'i2,lAN 25 PM I~ 31
Pennsylvania , ~ -
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 01-16-2012
~~ ~~ ESTATE OF SENER SR JOHN E
~AA',S C~r DATE OF DEATH 02-16-2009
~yV~c~~r'v~`~ p~ILE NUMBER 21 09-0231
.~ ~'~~~ 'COUNTY CUMBERLAND
ACN 101
LEBANON PA 17042-0049
APPEAL DATE: 03-16-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --! RETAIN LOWER PORTION FOR
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REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPR
AISEM
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ENT, ALLOWANCE --------------
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SENER SR JOHN EFILE N0.:21 09-0231 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 167, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,74 2.98 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 192,922.53
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers tSchedule G) (7) 146,695.00
$. Total assets (B) 511 , 360 .51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 87,501.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.49 5.4 3
11. Total Deductions C11) 92,996.72
12. Net Value of Tax Return (12) 418,363.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 418,363.79
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 C 16) 4 ] 8. 363 _ 79 x 045 = 18, 826.37
17. Amount of Line 14 at Sibling rate (17) _00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 )( 15 - .00
19. Principal Tax Due C19)= 18,826.37
TAX CREDITS;
AMOUNT PAID
r DATE1 I NUMBER I INTEREST/PEN PAID C-)
05-12-2009 CD011225 941.32 19,000.00
TOTAL TAX PAYMENT 19,941.32
BALANCE OF TAX DUE 1,114.95CR
INTEREST AND PEN. .00
TOTAL DUE 1,114.95CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR 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.
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