HomeMy WebLinkAbout04-13-12~T-i ~l1r ~ ~~ _r. ~.~ NOTICE OF INHERITANCE TAX a..'
Pennsylvania ~~~~'~`
14~F1~4t~~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL g~ Sri, pp
INHERITANCE TAX DIVISION i !L_. .. ~ ~ . ; ~;_~F~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PU BOX 280601
HARRISBURG PA 17128-0601
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IVO V OTTO III
10 E HIGH ST
CARLISLE PA 17013-3015
ESTATE OF BONNER JR CHARLES A
DATE OF DEATH 02-01-2011
FILE NUMBER 21 11-0151
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: Ob-08-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS 1--~
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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: BONNER JR CHARLES AFILE N0.:21 11-OISI ACNe InI neTG. ni_no_-,nio
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NDTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1 , 361 , 700.55 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) 11,625.17
6. Jointly Owned Property (Schedule F) ~6) 29, 693.03
7. Transfers (Schedule G) 17) 170,530.54
8. Total Assets c8) 1 > 573.549.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) .748. 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 3.98 0.16
11. Total Deductions
cll)
57,728.50
12. Net Value of Tax Return C12) 1 , 515, 820.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,515,820.79
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 . ril ~i.8?n .79 x 045 = 68, 211.94
17. Amount of Line 14 at Sibling rate C17) _f10 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 68,211.94
TAX CREDITS:
rArntnr RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-02-2011 CD014395 .00 36,000.00
10-25-2011 CD015108 .00 30,422.52
INTEREST IS CHARGED THROUGH 04-24-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 66,422.52
BALANCE OF TAX DUE 1,789.42
INTEREST AND PEN. 25.68
TOTAL DUE 1,815.10
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.