HomeMy WebLinkAbout06-01-12NOTICE OF INHERITANCE TAX Pennsylvania ^~ 'rt
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~Cj~,~~~~~I~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 ,, ..
HARRISBURG PA 17128-0601 ~~~~~ta ~ #..~ j E ~;^~ ~..~~~;~ ~e
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YOFFE YOFFE PC BY !~ ~~~+/~R~
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214 SENATE AVE
CAMP HILL PA 17011-2336
DATE 05-28-2012
ESTATE OF JUHL HEINZ G
DATE OF DEATH 09-25-2011
FILE NUMBER 21 11-1091
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE --- ~1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS (--~ _
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUHL HEINZ GFILE N0.:21 11-1091 ACN: 101 ______
OR
DATE: 05-28-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 118,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 548,255.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
8. Total Assets c8) 666 , 255.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) ?6,59 .60
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 693.8 7
11. Total Deductions X11) 27,286.47
12. Net Value of Tax Return C12) 638,968.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 638,968.70
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 638.968 _ 70 X 045 = 28, 753.59
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 28,753.59
TAX CREDITS:
Ktctiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12 16 2011 CD015357 1,437.68 27,315.91
TOTAL TAX PAYMENT 28,753.59
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.