HomeMy WebLinkAbout06-12-12~~fj'!(' [rQ~F HERITANCE TAX peI~I~Sy~VC~I1~C~ ~
BUREAU OF INDIVIDUAL TAXES APpf~llr~l~4~i1~.ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION D~~~t9~ ~~D ASSESSMENT OF TAX REV-1547 IX AFP [12-11)
PO BOX 280601 i-`l
HARRISBURG PA 17128-0601
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DATE 06-05-2012
ESTATE OF WISE DOROTHY K
r~~=: +~`~:' DATE OF DEATH 09-27-2011
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~~~rt~r~ai`5(~U~F FILE NUMBER 21 11-1046
C~~~p ~~~~ COUNTY CUMBERLAND
DAVID A BARK ESQ ACN 101
19 W SOUTH ST APPEAL DATE: 08-04-2012
CARLISLE PA 17013-3445 (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 ~--
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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: WISE DOROTHY KFILE N0.:21 11-1046 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) C2) 1,285,657.10 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) 202,272.00
6. Jointly Dwned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
E. Total Assets (8) 1 , 487 , 929.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) Cq)_ 19.684.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 19,684.18
12. Net Value of Tax Return C12) 1 , 468, 244.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 468 , 244.82
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .468.744.89 x 045 = 66, 071 . O1
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 66, 071 . O1
TAX CREDITS:
~"^"'~^' rce~tiri DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-14-2011 CD015206 3,255.89 61,862.00
12-12-2011 CD015319 47.66 1,115.91
TOTAL TAX PAYMENT 66,281.46
BALANCE OF TAX DUE 210.45CR
INTEREST AND PEN. .00
TOTAL DUE 210.45CR
* 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.