HomeMy WebLinkAbout06-01-12~~v~~~ t~~fi~'~;~j ~F INHERITANCE TAX Pennsylvania T~~~~~
~~iI:SE~~rl's'uALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 4{it2 ~~~ ~ ~ ~~'~• ~~
HARRISBURG PA 17128-0601 ^ t ~
DATE 05-28-2012
~,;(_~,~j'?~ ~~ ESTATE OF PETERSON JOHN G
~~~~pC~~y~~~~~ ,~~~ DATE OF DEATH 12-23-2010
~i~NM~G("A./7YLJ ~,~ F I L E NUMBER 21 11 - 0 0 8 4
COUNTY CUMBERLAND
CHRISTA M APLIN ACN 101
STE 12 APPEAL DATE: 07-27-2012
845 SI R THOMAS CT (See reverse side under Objections)
HARRISBURG PA 17109-4843 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
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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: PETERSON JOHN GFILE N0.:21 11-0084 ACN: 101 DATE: 05-28-2012
TAX RETURN WAS: CX) 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)
C1) .00
I2) 181 .58
c3) .00
c4) .00
C5) 385,206.41
c6) 463,505.41
~7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 848 , 893.40
C9) 26,181 .80
clo) 2,576.47
11. Total Deductions C11) 28,758.27
12. Net Value of Tax Return C12) 820, 135.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 820,135.13
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 820, 135.13 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
rivrntni KtCt1PT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.