HomeMy WebLinkAbout05-11-12~, .~_,~~L,,_ ,- ,,~ ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES~~~ ', 14PPl~A'~ NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION w=` ~ - OF ~~~E~4'JCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 ~'-~-
HARRISBURG PA 17128-0601
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DAVID H STONE ~~~1~~'TR~E" J~ ~'O' pA
414 BRIDGE ST
NEW CUMBERLAND PA 17070-1927
Pennsylvania r i
DEPARTMENT OF REVENUE ;
REY-1547 IX AFP (12-11)
DATE 05-07-2012
ESTATE OF RUDY SR WILLIAM A
DATE OF DEATH 02-18-2011
FILE NUMBER 21 11-0278
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-Ob-2012
(See reverse side under Objections)
Amount Remitted C
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: RUDY SR WILLIAM AFILE N0.:21 11-0278 ACN: ini neTF: n~_n~_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) 7 7,184.00 NOTE: To ensure groper
2. Stocks and Bonds (Schedule B) (2) 11,249.07 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 9,650.08
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 65,930.88
8. Total Assets cs) 204.014.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 35.76 2.76
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 206.30
11. Total Deductions I11) 35,969.06
12. Net Value of Tax Return I12) 168, 044.97
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .OD
14. Net Value of Estate Subject to Tax I14) 168,044.97
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 d ate.
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 C16) 16A.044.97 x 045 = 7,562.0'L
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = ,QO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 7,562.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-12-2011 CD014463 378.10 7,500.00
TOTAL TAX PAYMENT 7,878,10
BALANCE OF TAX DUE 316.08CR
INTEREST AND PEN. .00
TOTAL DUE 316.08CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF 7'H IS FORM FOR INSTRUCTIONS , T~
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