HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RUSSELL T DIVEN
128 CURVIN DR
HARRISBURG
r1-~~ q;~.xcl:,,a_f;t• -ITANCE TAX pennsylvania ~
APPRgxS~-i'-dEL CE OR DISALLOWANCE DEPARTMENT OFREVENUE
OF ~ll~p;~}g~3.DrMS ~'d ) ASSESSMENT OF TAX REV-1547 EX AFP (12-117
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ESTATE OF DIVEN BETTY
CLERK O" DATE OF DEATH 06-10-2011
ORPH(~.N'S vl~i~~RT FILE NUMBER 21 11-0705
CUMBGP~LI~~ILi CO PAACNNTY lO1BERLAND
APPEAL :DATE: 04-28-2012
PA 17112-2930 (See reverse. side under Objections)
Anount Renitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
L COURTHOUSE SQUARE
CARLISLE PA 17013
J
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RE LORDS F
REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DIVEN BETTY JFILE N0.:21 11-0705 ACN: 101 DATE: D2-28-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (17 117,758.00
2. Stocks and Bonds (Schedule B) (2) 6,298.30
3. Closely Held Stock/Partnership Interest (Schedule C) (37 .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 4,317.33
6. Jointly Owned Property (Schedule F) (6) '+1,041.12
7. Transfers (Schedule G7 (7) 79,749.69
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
e. Total Assets (g7 249.164.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) (9) 9.218.00
10. DebYS/Mortgage Liabilities/Liens (Schedule I7 C10) 1.303.98
11. Total Deductions (11) 10,521.98
12. Nat Value of Tax Return (12) 238,642.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule JI (13) .00
14. Net Value of Estate Su bj act to Tax (14) 238,(42.36
NOTE: If an assesswent 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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (157 .00 X 00 - .00
16. Amount of Line 14 taxable at Linaal/Class A rate (167 2 ~8.642.~6 X 045 = 10,738.91
17. Amount of Line 14 at Sibling rate (177 .nn X 12 = .00
1g. Amount of Line 14 taxable at Collateral/Class B rate (187 .00 X 15 - .00
19. Principal Tax Due (19)= 10,738.91
TAX CREDITS:
PAYMENT
GATE RECEIPT
~ NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT' PAID
07-20-2011 CD014738 526.32 1.0,000.00
INTEREST IS CHARGED THROUGH 03-14-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
x IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 10,526.32
BALANCE DF TAX DUE 212.59
INTERES I' AND PEN. .07
TOTAL DUE 212.66
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C R), VOU MAV BE D~a~
A REFUND. SEE REVERSE SICIE OF THIS FORM FOR INSTRUCTIONS.