HomeMy WebLinkAbout06-12-12TICE OF INHERITANCE TAX Pennsylvania ~
r ''~ OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES APPRAI ~,~~y~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DE ~i~~ ~ /SESSMENT OF TAX REV-1547 IX AFP (12-11)
PO BOX 280601 ~L1i',,; ! !~ ~~~~~~
HARRISBURG PA 17128-0601 ry t~
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ATE OF NEDWICK PAULINE F
j .,_ DATE OF DEATH 03-13-2011
~~yyQ~~,pt~AA~,(~, Lu~~~~ FILE NUMBER 21 11-0381
PAUL D DAGGS ESQ WUM~~~D G'O.I ~~CCNNTY lO1BERLAND
STE 1.00 APPEAL DATE: 08-04-2012
13 O W C H U R C H S T (See reverse side under Objections )
DILLSBURG PA 17019 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 ~
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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: NEDWICK PAULINE FFILE N0.:21 11-0381 ACN: InI DATF~ n~_nF;_~ni~
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 143, 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) (5) 148,4 77.12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets cs) 291 , 477.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 12.113.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7 05.12
11. Total Deductions C11) 12,818.89
12. Net Value of Tax Return (12) 278,658.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 278,658.23
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _[10 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) 278,658.23 X 15 = 41,798.74
19. Principal Tax Due (19)= 41 , 798.74
TAX CREDITS:
'^_'~' rce~eiri DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-12-2011 CD015321 .00 38,726.22 ~
INTEREST IS CHARGED THROUGH 06-20-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 38,726.22
BALANCE OF TAX DUE 3,072.52
INTEREST AND PEN. 47.87
TOTAL DUE 3,120.39
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. n(}~