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HomeMy WebLinkAbout06-26-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: NOGG STEPHEN J 19 S HANOVER STREET CARLISLE, PA 17013 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 168-36-9639 FILE NUMBER: 21 1 1 -1 109 DECEDENT NAME: YORTY KAY M DATE OF PAYMENT: 06/ 26/ 201 2 POSTMARK DATE: 06/26/201 2 COUNTY: CUMBERLAND DATE OF DEATH: 09/09/201 1 REV-1162 EX(11-96) NO. CD 016175 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $16.75 TOTAL AMOUNT PAID: 516.75 REMARKS: CHECK#1095 SEAL INITIALS: MAW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE Tax DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 STEPHEN J HOGG ESQ 19 S HANOVER ST CARLISLE PA 17013-3327 C1) .00 C2) .00 C3) .00 C4) .00 c5) 60,355.95 c6) 102.30 ~7) .00 CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS F- ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: YORTY KAY MFILE N0.:21 11-1109 ACN: 101 DATE: 06-11-2012 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ] 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. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) Pennsylvania i DEPARTMENT OF REVENUE REV-1547 EX AFP C12-11) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. cs) 60,458.25 Cq) 12,609.42 clo) 229.43 11. Total Deductions C11J 12,838.85 12. Net Value of Tax Return C12) 47,619.40 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 47,619.40 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 C15) 23,809.70 x 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7.809.70 x 045 = 1,071.44 17. Amount of Line 14 at Sibling rate (17) _ (l ii X 12 = . 00 18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00 19. Principal Tax Due C19)= 1 , 071 .44 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 12-07-2011 CD015300 36.84 700.00 01-10-2012 CD015440 .DO 317.87 INItKEST IS CHARGED THROUGH 06-26-2012 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM DATE 06-11-2012 ESTATE OF YORTY KAY M DATE OF DEATH 09-09-2011 FILE NUMBER 21 11-1109 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-10-2012 (See reverse side under Objections Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TOTAL TAX PAYMENT 1,054.71 BALANCE OF TAX DUE 16.73 INTEREST AND PEN. ,02 TOTAL DUE 16.75 ^ 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.