HomeMy WebLinkAbout05-11-12NOTICE OF INHERITANCE TAX
rC~`AP A;ISE ~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~ ~' T- ~~~~~~~
INHERITANCE TAX DIVISION ~~ ,: DF~ ~ED NS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ,~_,,, ,, ,. _..,.,,~
HARRISBURG PA 17128-0601
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ROGER M MORGENTH~~~~P~IJ~~`f~ CO, PA
4431 N FRONT ST
3RD STREET FLOOR
HARRISBURG PA 17110-1741
Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-1ll
DATE 05-07-2012
ESTATE OF LOGAN STEPHEN C
DATE OF DEATH 04-13-2006
FILE NUMBER 21 08-0139
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(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 ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOGAN STEPHEN (FILE N0.:21 08-0139 ACN: InI nerF~ n~_n~_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 11 , 000.00
7. Transfers (Schedule G) (7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with. your
tax payment.
8. Total Assets (8) 11.000.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2.06 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 2, 065.00
12. Net Value of Tax Return (12) 8,935.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 400.00
14. Net Value of Estate Subject to Tax (14) 8,535.00
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) 8,535.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _nn x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .n0 X 12 = ,QO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - ,Q 0
19. Principal Tax Due (19)= .00
TAX CREDITS:
~"" ^_"'~ I Kc~tir~ DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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