HomeMy WebLinkAbout02-10-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
CLERK QF
ORPHAN'S C;OURr
BARBARA N MISICKO CU~Er~j ,d,~~i~ n~ PA
6 BRETZ CIR
SHERMANS DALE PA 17090-4770
NOTICE OF INHERITANCE TAX
+l, j LOWANCE OR DISALLOWANCE
"~tz~`'~~1)~~~ AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-11>
DATE 02-06-2012
ESTATE OF NACE ROBERT L
DATE OF DEATH 08-06-2010
FILE NUMBER 21 10-0840
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-06-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~(i a2 ~ 8 ! 0 F~'i Ic"~ ~ ~
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NACE ROBERT LFILE N0.:21 10-0840 ACN: 101 DATE: 02-06-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 5,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 5,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule i) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 5, 000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 343:897.02
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 (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17)_ 343.897.07 X 12 = 41,267.64
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 )( 15 - .00
19. Principal Tax Due C19)= 41,267.64
TAX CREDITS:
YA TI'ItMI Ktl:tlYl DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2010 CD013536 2,063.38 42,000.00
07-14-2011 REFUND .00 3,365.74-
08-31-2011 CD014917 2.24- 600.00
TOTAL TAX PAYMENT 41,295.40
BALANCE OF TAX DUE 27.76CR
INTEREST AND PEN. .00
TOTAL DUE 27.76CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEB AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.