HomeMy WebLinkAbout07-12-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 111 2 8-0 8 01
RECEIVED FROM:
HOGG STEPHEN J
19 S HANOVER STREET
CARLISLE, PA 17013
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
,0~6
ESTATE INFORMATION: ssn1: 20a-3o-6009
FILE NUMBER: 2110-1124
DECEDENT NAME: MIZELL BRUCE
DATE OF PAYMENT: 07/12/2012
POSTMARK DATE: 07/12/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 10/21/2010
AMOUNT
101 ~ 564.17
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
SEAL
CHECK#1096
564.17
INITIALS: HEA
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX111-961
NO. CD 016247
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
BuREau aF INDIVIDUAL TARE~{(~(~ +A}~nGJ. ~p~~pfp,~lgY NT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIVIS IDN I1,I-LJI,JRG~-"p Yl ~. ~LCTIDN$ AND ASSESSMENT DF TAX
PO BO% 280601 I][ J) j14~+i ~~i' 'y'g~.~r'J
HARRISBURG PA 1712 a-0601 ~1[„ 1~
2gi2 JUL 12 an ~-= 51
,JL~ ., 1~`.. ',.
C rrvd ~~5~~ ~Ol;4i?
STEPHEN J HOGG ~i~q~~RIJ'+sD ~.'
STE 101 l J
19 S HANOVER ST
CARLISLE PA 17013-3326
Pennsylvania ..
DEPARTMENT OF REVENUE E
REV-154] IX AFP (12-11)
DATE 07-02-2012
ESTATE OF MIZELL BRUCE H
DATE OF DEATH 10-21-2010
FILE NUMBER 2l 10-1124
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2012 .
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE,---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS H
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MIZELL BRUCE HFILE N0.:21 10-1124 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (17 -72,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C7 137 . of this form with your
4. Mortgages/Notes Receivable CSChetlule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (57 16,312.84
6. Jointly Owned Property (Schedule F) (67 .00
7. Transfers (Schedule G) (77 .00
8. Total Assets (e) 89.112.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. CosYS/Misc. Expenses (Schedule H) (g7 13.869.70
30. Debts/MOrYgage Liabilities/Liens (Schedule I) (10) 286.04
11. Tgtal Deductions (i1J 14,155.74
12. Net Value of Tax Return (12) .74,957.10
13. Charitable/Govern m¢ntal Bequests; Non-elected 9113 TrusYS (Schedule J) (13) .00
14. Net Value of Estate SubOect to Tax (l4) 74.957.10
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
ns) .00 x 00 = .00
C16) •7G. 957.10 x 045 = 3.373.07
a7) nn x 12 = .00
(IS) .00 x 15 = .00
(19)= 3,373.07
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PgID
03-09-2012 CD015683 .00 -3,373.07
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-10-2012 TOTAL TAX PAYMENT 3.373.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. 64.17
TOTAL DUE 64.17
* IF PgID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (LR). YOU MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.