HomeMy WebLinkAbout05-11-12r~'~ ~y` y~NOTICE OF INHERITANCE TAX Pennsylvania ~
~Fi Mr"~y1FTA~~C~~~TCjI~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~~
BUREAU OF INDIVIDUAL TAXES +' l
INHERITANCE TAX DIVISION ~ ~ /~ DF"DE:D~I~q~hONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 i ..... _ .., ~ ... _ L!J
HARRISBURG PA 17128-0601
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` DATE 05-07-2012
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ESTATE OF RINEER RUTH M
DATE OF DEATH 04-30-2011
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~ FILE NUMBER 21 11-0586
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DAVID H STONE ES COUNTY CUMBERLAND
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Q ACN 101
414 BRIDGE ST APPEAL DATE: 07-0 6-2012
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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: RINEER RUTH MFILE N0 .:21 11-0586 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: (X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 361,153.23 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 56,272.85
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
B. Total Assets (81 417.426.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 49.786.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 58.61
11. Total Deductions (11) 50,345.31
12. Net Value of Tax Return C12) 367,080.77
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) _ 7 3,416.15
14. Net Value of Estate Subject to Tax (14) 293,664.62
NOTE: If an assessment was issued previously,
reflec t figures that include the total
ASSESSMENT 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:
(15) .00 X
C16) .00 X
(17) .00 X
(ls) 293,664.62 X
00 - .00
045 = .00
12 = .00
15 = 44,049.69
(191= 44, 049.69
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-15-2011 (0014716 2,105.26 40,000.00
11-15-2011 (0015207 .00 1,944.43
TOTAL TAX PAYMENT 44,049.69
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" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, y
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