HomeMy WebLinkAbout04-02-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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AP~AdS,~T : ~b~aNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF~-~~~AUCTION ~/~ID ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
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CLERK OF
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ELIZABETH FEATHER ESQ
CALDWELL K KEARNS
3631 N FRONT STREET
HARRISBURG PA 17110
DATE 03-26-2012
ESTATE OF FRANK GRACE M
DATE OF DEATH 06-28-2011
FILE NUMBER 21 11-0800
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
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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: FRANK GRACE MFILE N0.:21 11-0800 ACN: 101 DATE: 03-26-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 65, 000
00
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 4,750.00
6. Jointly Owned Property (Schedule F) C6) 41 , 155.42
7. Transfers (Schedule G) I7) 295,805.09
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) _ 406 , 710.51
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 16,7. 3.4 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 1.177.27
11. Total Deductions C11) 17,930.74
12. Net Value of Tax Return C12) 388,779.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ _ 388,779.77
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) 388 .779.77 X 045 = 17,495.09
17. Amount of Line 14 at Sibling rate (17) 00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
.00 X 15 .00
- .00
19. Principal Tax Due
TAX CREDITS: (19) = 17,495.09
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-28-2011 CD015018 872.33 16,574.32
INTEREST IS CHARGED THROUGH 04-10-2012 TOTAL TAX PAYMENT 17,446.65
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 48.44
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .05
TOTAL DUE 48.49
* 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. r