HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL CHEREWKA ESQ
624 N FRONT ST
NOTICE OF INHERITANCE TAX Pennsylvania ~
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WORMLEYSBURG PA 17043-1022
t, DATE
'+ ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-05-2012
DRESS AGNES L
01-05-2011
21 11-1324
CUMBERLAND
101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remittedr
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 F~
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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: DRESS AGNES LFILE N0.:21 11-1324 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 24,559.58
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 44,525.70
8. Total Assets (8) 69.085.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 6,764.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,276.68
11. Total Deductions I11) 12, 040 .90
12. Net Value of Tax Return C12) 57, 044.38
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 57,044.38
NOTE: If an assessment was issued previously, li nes 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) .D 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~i7.044.3R x 045 = 2,567.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 2,567.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
12-08-2011 CD015317 13.47- 2,587.62
TOTAL TAX PAYMENT 2,574.15
BALANCE OF TAX DUE 7.15CR
INTEREST AND PEN. .00
TOTAL DUE 7.15CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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