HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX Pennsylvania r.
BUREAU OF INDIVIDUAL TAXE~~,,,! '(APP1~14!~"~ ANT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i ~~.,~~~UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-lll
PO BOX 280601 _ __ f . y,,J
HARRISBURG PA 17128-0601
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ORPHA`J'~ ':~~` ~Pr
JOHN E SL]:KE ~~r~F'~~~ "~P~~'~) (-;~) pA,
STE 400
635 N 12TEI ST
LEMOYNE PA 17043-1247
DATE 04-23-2012
ESTATE OF SLIKE MARY JANE:
DATE OF DEATH 05-19-2011
FILE NUMBER 21 11-0656
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(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 F-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SLIKE: MARY JANE FILE N0.:21 11-0656 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds [Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/L.iens (Schedule I)
cl) .00
~2) 1,407,594.18
c3) .00
c4) .00
C5) 192,563.12
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 1,600,157.30
C9) 28.999.38
clo) .00
11. Total Deductions (11) 28,999.38
12. Net Value of Tax Return (12) 1,571,157.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 571 , 157.92
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 1 . ri71 . 1 ~,7 _ 92 X 045 = 70 , 702.11
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 70,702.11
TAX CREDITS:
r,.,r~c~i rct~tiri DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-15-2011 CD014856 3,500.00 66,500.00
10-25-2011 CD015115 .00 702.22
TOTAL TAX PAYMENT 70,702.22
BALANCE OF TAX DUE .11(:R
INTEREST AND PEN. .00
TOTAL DUE .11CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INT E:R EST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.. ~~j~
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