HomeMy WebLinkAbout06-12-12 N
OTICE OF INHERITANCE TAX Pennsylvania ~
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DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
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ASSESSMENT OF TAX REV-1547 IX AFP (12-11)
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HARRISBURG PA 17128-0601
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7"~ZJt~~~ ~Z ~s~~~; J~DATE 06-05-2012
ESTATE OF DUNKLE VERNIE E
~:~L~';,f~ A`'~ DATE OF DEATH 05-01-2011
J~r FILE NUMBER 21 11 -0570
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WM D SCHRACK III .
UMBERLAND
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PA
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124 W HARRISBURG ST APPEAL DATE: 08-04-2012
D I LLSBURG PA 170 19 - 1268 (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 E~
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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: DUNKLE VERNIE EFILE N0.:21 11-0570 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 90,00 0.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 668,320.74 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) (5) 60,927.54
6. Jointly Owned Property (Schedule F) (6) 26,223.75
7. Transfers (Schedule G) C7) 711,238.57
8. Total Assets c8) 1 .556 , 710.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 40.7 2 .1
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 930.21
11. Total Deductions C11) 41,652.36
12. Net Value of Tax Return (12) 1,515,058.24
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,515,058.24
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .~ilri.O~iA_?4 x 045 = 68,177.62
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Taz Due (19)= 68, 177.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
07-27-2011 CD014773 2,105.26 40,000.00
12-13-2011 CD015325 .00 26,072.36
TOTAL TAX PAYMENT 68,177.62
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. ^