HomeMy WebLinkAbout05-24-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 016020
PERKINS BETH R
415 CHESTNUT ST
MARYSVILLE, PA 17053
fold
ESTATE INFORMATION: SSN: 172-32-1425
FILE NUMBER: 21 1 1-0226
DECEDENT NAME: BOAK BARBARA J
DATE OF PAYMENT: 05/24/201 2
POSTMARK DATE: 05/23/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 02/14/2011
REMARKS: RECEIPT TO ATTY
CHECK#130
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 522.61
TOTAL AMOUNT PAID: 522.61
INITIALS: HMW
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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NOTICE OF INHERITANCE TAX Pennsylvania . ° ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ;
INHERITANCE TAX DIVISION O~?'F',U~~DUCrT'I~O~"NS~.;j\~ ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~ ~ ~
HARRISBURG PA 17128-0601 ~ ,- ,_' •~..i_~1
DATE 05-14-2012
'.,: ~. iF;~~ CAF a.~ ~ ~ ~ - c..u ESTATE OF BOAK BARBARA J
DATE OF DEATH 02-14-2011
FILE NUMBER 21 11-0226
MARIELLE F HAZEN ESQ 0~~~'i r `~~ ~ ..CIS', COUNTY CUMBERLAND
STE 202 ~UIV~~.~h~I_t`~~~~~ ~,1~„ ~,Q ACN APPEAL DATE: 07-13-2012
2000 L I NGL ESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 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 E-
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REV-1547 EX !AFP C12-I1) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOAK BARBARA JFILE N0.:21 11-0226 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) 545, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 3,708,708.65 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) .~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) ~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 4,8 69.84
6. Jointly Owned Property (Schedule F) ~6) 120,574.48
7. Transfers (Schedule G) I7) 50,000.00
8. Total Assets (8) 4,469,152.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 52.4 37.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21,494.06
11. Total Deductions C11) 73,931.73
12. Net Value of Tax Return X12) 4,395,221.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 4,395,221.24
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMEiT 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:
c15) .00 X
C16) . 00 X
(17) 4.37.?71 .74 X
~lg) 20,000.00 X
00 - .00
045 = .00
12 = 525,026.55
15 = 3,000.00
c19)= 528,026.55
YATMtNI RhCEiPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-09-2011 CD014455 24,473.68 465,000.00
11-10-2011 CD015202 .00 32,187.35
02-22-2012 CD015621 29.59- 6,395.11
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-23-2012 TOTAL TAX PAYMENT 528,026.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. 22.61
TOTAL DUE 22.61
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.