HomeMy WebLinkAbout04-13-12r-;u~ NOTICE OF INHERITANCE TAX Pennsylvania ~~~
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`'~' ~ -APRFfA~~~E~ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES; -';~~~ ~-~
INHERITANCE TAX DIVISION r ~~~.~;:~;; O'F,~,.:Q~DUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
PO BOX 280601 ~-~ '"' - ~'~
HARRISBURG PA 17128-0601
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L;-,;~,'~,~'r~, 1 ~ ~.~ „f ~.,~ DATE 04-09-2012
ESTATE OF BOAKE D J
(,'~F^~( (1~ DATE OF DEATH 07-18-2010
fQ~~'~'-~,~("; ~ ~^~ ,~* FILE NUMBER 21 10-0810
Cl~ ~IvCi"L ; ,' ~~ ^ r7t"1 COUNTY CUMBERLAND
EDITH A BOAKE ACN 101
3002 BROADMOOR LN APPEAL DATE: 06-08-2012
STATE COLLEGE PA 16801-2789 (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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOAKE D JFILE N0.:21 10-0810 ACN: 101 DATE: 04-09-2012
TAX RETURN was: c X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 138,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,207.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,396.40
6. Jointly Owned Property (Schedule F) ([,) .0 0
7. Transfers (Schedule G) (7) 14,391.05
8. Total assets (B) 189,195.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 37.64 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 51 , 770.95
11. Total Deductions C11) 89,416.19
12. Net Value of Tax Return (12) 99,778.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4,605.72
14. Net Value of Estate Subject to Tax (14) 95, 173.24
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
03-24-2011 CD014180 .00
10-18-2011 CD015078 .00
04-02-2012 SBADJUST .00
(15) .00 X
C16) 9 F:.173.07 X
C17) . DO X
Cls) .00 x
AMOUNT PAID
00 - .00
045 = 4,282.79
12 = .00
15 = .00
(19)= 4,282.79
,200.00
82.79
1.24
TOTAL TAX PAYMENT 4,282.79
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.