HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTI OF INHERITANCE TAX
APPRAISEMEN~~C~-~~~t ~~jD ISALLOWANCE
DF DEDUCT ~~ *Np;-pS ~~ MENT OF 7AX
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-]]J
~~~~~}~AR 'S E'~ISITAT~y OF HOUSKA2012 EMMA L
CL~R~ ~~ATE DF DEATH 03-26-2011
QR~f~~'~,J ~ ICE NUMBER 'l_1 11-0449
~_ ~~7y CUMBERLAND
WAYNE F SHADE ESQ ~~)i~Ar,r=~~'~~-=~~"~D ~rCCNP,-t ]'.OL
53 W POMFRET ST APPEAL DATE: 04-28-2012
CARLISLE PA 1 7013-3217 (See reverse side under Objections)
Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECDRDS f~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOUSKA EMMA LFILE N0.:21 11-0449 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: CJ() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A7 (17 •DO NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (Z7 473,204.03 credit to your account,
.00 submit the upper portion
3. Closely Heltl Stock/Partnership Inter¢st (Schedule C) (3) oP this form with your
4. Mortgages/Hates Receivable (Schedule D) (4) .00 tax payment.
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 13,206.38
6. Jointly Owned Property (Schedule F7 (67 74,810.86
7. Transfers (Schedule G7 (7) •00
b. Total Assets (8) 561,221.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4F.434.32
30. Debts/MOrt gaga Liabilities/Liens (Schedule I) (10) 21,34$.93
11. Total Deductions (1l) 66,783.25
12. Net Value of Tax Return I12) 494.438.02
13. Charitable/Gpvernmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub~ecY to Tax (14) 494,438.02
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 Lin¢ 14 taxable at LineallClass A rate (167 4 94.43M.02 X 045 = 22,249.71
17. Amount of Line 14 aY Sibling rate (17) .nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate '(18) •00 X 15 = .00
19. Principal Tax Dua (19)= 22,249.71
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) gMOUNT PAID
06-09-2011 (0014554 1,078.95 20,500.00
09-21-2011 (0014988 .00 670.79 i
TOTAL TAX PAYMENT 22,249.74
BALANCE OF' TAX DUE ,03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED /1S A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.