HomeMy WebLinkAbout03-05-12NOTICE OF INHERITANCE TAX Pennsylvania w ~.
APPRq~~t.T ¢`~CCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF' ~T O~5~,,, ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
INHERITANCE TAX DIVISION ~`~d~; ~ ~ ,
PO BOX 280601 ~~'"~ " F-. - ' ~ -''"'J
HARRISBURG PA 17128-0601
~~ ~~~~ -5 ~,~~ ~~, ~~ATE o2-2s-2o12
'~~~ STATE OF GROFF KENNETH R
DATE OF DEATH 10-30-2010
C~ER~ ~~ FILE NUMBER 21 10-1123
ORPH,~J~ CQ".JFT COUNTY CUMBERLAND
~'T~ ~Ri~ r'7. PA ACN 101
RICHARD W STEVENSON ESq '~t)Pv1'.•s;-, .f _, ,
100 PINE ST APPEAL DATE: 04-28-2012
P 0 BOX 116 6 (See reverse side under Objections )
HARRISBURG PA 17108-1166 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE: SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (12-11~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: GROFF KENNETH RFILE N0.:21 10-1123 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) •00 NOTE: To ensure proper
1. Real Estate (Schedule A) 733.57 credit to Your account,
C2) 1 , 953,
2. Stocks and Bonds (Schedule B) .00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
C4) • 00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 75, 006.63
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ,00
6. Jointly Owned Property (Schedule F) C6)
c7) 807,842.26
7. Transfers (Schedule G)
CB) 2,836,582.4b
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 44.356.61
.00
10 Debts/Mortgage Liabilities/Liens (Schedule I) C10)
44,356.61
cll)
11. Total Deductions
C12) 2,792,225.85
12.
13 Net Value of Tax Return
itable/Governmental Bequests; Non-elected 9113 Trusts
Ch
(Schedule J)
C13) .00
. ar c14) 2,792,225.85
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
NOTE: reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: 408,455.12
1 X 00 = .00
15. Amount of Line 14 at Spousal rate C15) ,
73
383
770
1
X 045 =
62,269.68
16 Amount of Line 14 taxable at Lineal/Class A rate C16) .
.
.
.
17. Amount of Line 14 at Sibling rate
Cln
.no
x 12 =
.00
00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 =
C19)= .
62,2 69.68
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-28-2011 CD013963 3,105.26 59,000.00
42
164
08-01-2011 CD014792 .00 .
03
02-21-2012 SBADJUST .00 .
TOTAL TAX PAYMENT 62,269.i~
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE"
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.