HomeMy WebLinkAbout03-19-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LISA MAROE
3901 MARKET
CAMP HILL
~,
~~~, -~xE TANCE TAX Pennsylvania ~ ~
APPRAI ~.~~1~~~~ DR DISALLOWANCE
DEPARTMENT OF REVENUE
OF DE ~ ~O~FS'UM1N1~'-~A~SESSMENT OF TAX REV-1547 EX AFP clz-11>
,i r,~n }r n ~ , . ~ ~... ..
ESTATE OF
CL~~~"~ ~'tC DATE OF DEATH
OFRP~I+~iI~'~I~~ v~~'t~~~F~~ILE NUMBER
CU~wi~`i'.`.rL ~, ?+i~ ~^i) , ~ e'UUNTY
ACN
PA 17011-4227
APPEAL DATE: 05-11-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
03-12-2012
HONE GERALD J
08-23-2009
21 09-0811
CUMBERLAND
101
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4~
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E -1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HONE GERALD JFILE N0.:21 09-0811 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) cHANGFn
AF'F'RAiSED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E:
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
RETURN NO. O1
C1)
.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C2) .00
C3) .00
c4) .00
C5) .00
C6) 53,820.90
C7) .00
8. Total Assets
c8) __ 53.820.90
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) _ 75 9.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 54.4 41.8 0
11. Total Deductions C11) 55,200.80
12. Net Value of Tax Return C12) 1,379.90-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 417,790.71
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
ASS returns assessed to d ate.
ESSMENT OF TAX:
15. Amount of
16
A Line 14 at Spousal rate (15) .00 X 00 = .00
.
mount of
17
A Line 14 taxable at Lineal/Class A rate C16) 47 7.790 71 X 045 = 18,800.58
.
mount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of
19
P
i Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
.
r
ncipal
TAX CREDITS: Tax Due (19)= 18,800.58
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-23-2009 CD012046 789.47 15
000
00
11-24-2010 CD013710 61.28- ,
.
3
073
21
02-07-2011 CD013991 00 ,
.
. 62.54
TOTAL TAX PAYMENT 18,863.94
BALANCE OF TAX DUE 63.36CR
INTEREST AND PEN. .00
TOTAL DUE 63.36CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
COYNE ESQ
ST
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.
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