HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
LINDA J LUNDBERG
4242 CARLISLE PIKE
PO BOX 308
NOTICE OF INHERITANCE TAX Pennsylvania ° ~
A~' WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~PND ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
Z~ 12 JJ~~ 12 A~4 I ~ ~ ~ 3
~,~-r. ,..:~
ORPF~d`5 Ct~URT
Ct1MQE(~A}D CO., PA
CAMP HILL PA 17001-0308
DATE 06-05-2012
ESTATE OF WISE ROLAND K
DATE OF DEATH 07-14-2002
FILE NUMBER 21 11-0770
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ----'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-'~
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WISE ROLAND KFILE N0.:21 11-0770 ACN: 101 DATE: o~-n~-~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
C2) 12, 938.12
c3) .00
C4) .00
c5) .00
C6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) 12,938.12
C9) 8.80
clo) .00
11. Total Deductions C11) 2,538.80
12. Net Value of Tax Return X12) 10,399.32
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 10,399.32
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 C15) 10,399.32 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 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)= .00
TAX CREDITS:
rArmtni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TDTAL 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.