HomeMy WebLinkAbout03-26-12{~.~-}NOTI{C~ ~ INHERITANCE TAX pennsylvania;g~~ ~-
BUREAU OF INDIVIDUAL TAXES ~ ~~~~"¢~~*~- ~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~
INHERITANCE TAX DIVISION ~y(3~~`?D~yDUCT':~';OtiM$ AND ASSESSMENT OF TAX REV-1547 IX AFP C12-11)
PO BOX 280601 (`y~~~;,; ; ._, ~ y . ~ .-a• ~
HARRISBURG PA 17128-0601
DAVID A FITZSIMONS
MARTSON LAW OFFICE
10 E HIGH ST
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CARLISLE PA 17013-3093
DATE 03-19-2012
ESTATE OF ROSAR ANTHONY F
DATE OF DEATH 03-12-2011
FILE NUMBER 21 11-0430
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2012
(See reverse side under Objections
Amount Remitted -~
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 (~
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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: ROSAR ANTHONY FFILE N0.:21 11-0430 ACN: 101 DATE: n3-t4_~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To en
2.
Stocks and Bonds (Schedule B)
~2)
5 6,76 2.8 2 sure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4
0 0 of this form with your
) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29 0,8 01.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 76,690.56
8. Total Assets C8) 424,254.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 1.~ .4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 3>74 5.8 2
11. Total Deductions C11) 35, 081 .28
12. Net Value of Tax Return I1P) 389, 173.27
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 389, 173.27
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3R9.173_ 7 x 045 = 17,512.80
17. Amount of Line 14 at Sibling rate (17) _ _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 17,512.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-13-2011 CD014565 .00 15,500
00
09-19-2011 CD014976 .00 .
1,197.03
INTEREST IS CHARGED THROUGH 04-03-2012 TOTAL TAX PAYMENT 16,697.03
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 815.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.56
TOTAL DUE 823.33
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ^ n
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