HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYIS ION
PD BOX 280601
HARRISBURG PA 1]128-0601
THOMAS N COOPER
36 W MAIN AVE
MYERSTOWN
NOTICE OF INH ITANCE TAX
APPRA ~'Y, L @~~'~k~A E OR DISALLOWANCE
OF ~D M¢•T3gN$: phRD ~4SSESSMENT OF TAX
pennsylvania ~
DEPARTMENT OF REVEN UE
REV-154] IX AFP (12-ill
~(?i'[ $hAfi~ -5 F~ V2~ Ep4rE oz-z8-zolz
ESTATE OF GEIB LOUISE M
CLERK ~~ DATE OF DEATH 06-04-2011
„ x..11 ~rT FILE NUMBER 21 11-0690
ORPW\N J ..'w'~ CUMBERLAND
'CL hr9~F R~.=•!~'~, i' ~~O_ PACNNTY
101
APPEAL DATE: 04-28-2012
PA 17067-1121 (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 ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GEIB LOUISE MFILE N0.:21 11-0690 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estak¢ (Seh¢tlula A) C1) 00 NOTE: TO ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
cretlit to your account,
0- submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this Form with your
4. Nprt gages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchetlule E) (5) 7.510.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 13,581.53
B. Total Assets (B) 21.092.34
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cosks/Misc. Expenses (Schedule H) (9) 1.857.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 92.187.65
11. Total Deducticns (l lJ 94,044.69
12. Net Value of Tax Return (127 72,952.35-
13. Charitable/Governmental Bequests; Non-ele<tetl 9113 Trusts (Schedule J:) (13) .00
14. Net Value of Estate Subject to Tax (14) 72,952.35-
NOTE: If an assessment was issued previously, linesl4, 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 7( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) li.5R1 .5i X 045 = 611.17
17. Amount of Line 14 at Sibling rate (17) .nn X 12 = .00
I8. Amaunt of Line 14 taxable ak Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 611.17
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOU NI' PAID
09-06-2011 CD014939 .00 580.61
INTEREST LS CHARGED THROUGH 03-14-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 580.61
BALANCE iOF TAX DUE 30.56
INTEREST AND PEN. .03
TOTAL DUE 30.59 {{,I~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C R), YOU MAY BE ))~
A REFUND. SEE REVERSE SIbE OF THIS FORM FOR INSTRUCTIONS.