HomeMy WebLinkAbout05-22-12 (2)~~-n~,~~~~ 0~ IBC/'E O~Fy'~OWANCE TOR DISALLOWANCE Pennsylvania ~ ~
BUREAU OF INDIVIDUAL TAXES L~~-{~~-.-- i-~~ V'%
INHERITANCE TAX DIVISION 1;[u'r;DE~'UGT~~.~,~QI~ AND ASSESSMENT OF TAX REY-1547 EX AFP (12-1ll
PD BOX 280601 - -~-
HARRISBURG PA 17128-0601 V
'~ ~:itE 22 ~' ~: ~;: r DATE 05-14-2012
ESTATE OF GREGOR JULIA I
- ~~ DATE OF DEATH 05-08-2011
~,~~~~%--, ,; :, ~,,. FILE NUMBER 21 11-0653
C(IM~~F~+IAPvL) ' j'r COUNTY CUMBERLAND
HUBERT X GILROY ESQ C~.,F~S ACN 101
10 E HIGH ST APPEAL DATE: 07-13-2012
CA R L I S L E P A 17 013 - 3 015 ( See reverse side under Objections )
Amount Remitted r-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GREGOR JULIA IFILE N0.:21 11-0653 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED 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) C2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 115,362.15
6. Jointly Owned Property (Schedule F) (6) 52, 292.18
7. Transfers (Schedule G) (7) .DO
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(B) 167,654.33
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 22,707.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 5,724.8 0
11. Total Deductions (11) 28,432.78
12. Net Value of Tax Return (12) 139,221.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 139,221.55
NOTE: If an assessment was issued previously,
reflect 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:
(ls) • 00 X
(16) 1 ~8 .221 . ~?. X
(17) . oo x
(ls) 1,000.00 x
00 = .00
045 = 6,219.97
12 = .00
15 = 150.00
(19)= 6,369.97
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-25-2011 CD0147b4 289.47 5,500.00
09-27-2011 (0015005 .00 554.19
INTEREST IS CHARGED THROUGH 05-29-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 6,343.66
BALANCE DF TAX DUE 26.31
INTEREST AND PEN. .24
TOTAL DUE 26.55
^ 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 FDR INSTRUCTIONS.
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