HomeMy WebLinkAbout05-22-12AFC( ~~ RITANCE TAX Pennsylvania ~ ~,.
BUREAU OF INDIVIDUAL TaxES APPRAfi ~,E~~,~t~C~'L~Iw4NCE OR DISALLOWANCE
OF ~ ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~1`ON~i ~~ ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17126-0601
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~ `' r" ~~v DATE 05-14-2012
ESTATE OF BALDWIN ROBERTA S
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DATE OF DEATH 08-17-2010
GF~F~-F{ ~~ ~- . ''r FILE NUMBER 21 10-0889
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1~~` "V~~y~ l,l/, ~y.~ COUNTY CUMBERLAND
JOHN E SLIKE ACN 101
STE 400 APPEAL DATE: 07-13-2012
635 N 12TH ST (See reverse side under Objections)
LEMOYNE PA 17043-1247 Amount Remitted-
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~ _ _
-------------------- ----------------------- ________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BALDWIN ROBERTA SFILE N0.:21 10-0889 ACN: 101 DATE: 05-14-~nI~
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 230,000
00
2.
Stocks and Bonds (Schedule B)
(2) .
4 04,75 3.21 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) •
112,4 78.7 7 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 38, 103.64
8. Total Assets (s) 785.335.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 104,328.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) _ 3.127.59
11. Total Deductions C11) 107,456.03
12. Net Value of Tax Return C12) 677,879.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 654.4 08.79
14. Net Value of Estate Subject to Tax (14) 23 470.80
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18 and 19
reflect figures that include the total
of ALL ,
,
returns assessed to d will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ R , p 9 _ 00 X 045 = 361.76
17. Amount of Line 14 at Sibling rate (17) _~0 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 15,431.80 X 15 = 2,314.77
19. Principal Tax Due
TAX CREDITS: C19)= 2,676.53
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-17-2010 CD013663 133.83 7,500.00
TOTAL TAX PAYMENT 7,633.83
BALANCE OF TAX DUE 4,957.30CR
INTEREST AND PEN. .00
TOTAL DUE 4,957.30CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.