HomeMy WebLinkAbout04-02-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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i~i~'Plt'~~SEM~~'~C,' LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~~#;;R~DU.~r.~c~~ AND ASSESSMENT OF TAX REV-1547 IX AFP c12-11)
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CLERK C~
ORP~A~J'~ ~Ol_+RT
MARIELLE F HAZEN ESQ
STE 202
2000 LINGLESTOWN RD
HARRISBURG PA 17110-9347
DATE 03-26-2012
ESTATE OF FINUI FRANK
DATE OF DEATH 02-10-2011
FILE NUMBER 21 11-0267
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-25-2012
(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 F~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
APPRAISEM _
ENT, ALLOWANCE
________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: FINUI FRANK FILE N0.:21 11-0267 ACN: 101 DATE: 03-26-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2. Stocks and Bonds (Schedule B)
C2) .
,00 NOTE: To ensure 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)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 36, 194.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 144,965.93
B. Total Assets
APPROVED DEDUCT cs) _ 181.160.51
IONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)- 78.02.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.526.62
11. Total Deductions C11) 20,579.59
12• Net Value of Tax Return (12) 160,580.92
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 1.685.64
14. Net Value of Estate Subject to Tax (14) 158 895.28
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) 1~ip.R9~.78 x 045 = 7,150.29
17. Amount of Line 14 at Sibling rate C17) 00 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due
TAX CREDITS (19)= 7, 150 .29
:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-03-2011 (0014415 342.11 6
500
00
10-06-2011 (0015047 00 ,
.
. 308.18
TOTAL TAX PAYMENT 7,150.29
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.