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HomeMy WebLinkAbout06-12-12CE OF INHERITANCE TAX Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES APPRAIS~~~IIT~j`'[~1~~ OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DE~CT~'~1~$^fLAN61 ~SESSMENT OF TAX REV-1547 IX AFP (12-1ll PO BOX 280601 aim ~ '~.-f ~~y~'~VV~I+I~U HARRISBURG PA 17128-0601 ~~~~~~~ ~Z ~~,'. ~~TE 06-05-2012 TATE OF WARNER JANE 0 ^ ---•.--. DATE OF DEATH 02-19-2010 ~L..A.L~,,v ..` ~ ~ FILE NUMBER 21 10-0358 (~~~, i~V ~ GVJ~tT COUNTY CUMBERLAND BRADLEY L GRIFFIE -""""`r~~© l,.U„ PAACN 101 200 N HANOVER ST APPEAL DATE: 08-04-2012 CARLISLE PA 17013-2423 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER DF 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: WARNER JANE OFILE N0.:21 10-0358 ACN: 101 DATE: 06-05-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 21,4 7 5.80 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) 31,401.19 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 85,805.55 8. Total Assets (8) 138 , 682.54 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 16. 7.4 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 176.8 9 11. Total Deductions (11) 16,694.30 12. Net Value of Tax Return (12) 121 , 988.24 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 121 , 988.24 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 I6. Amount of Line 14 taxable at Lineal/Class A rate (16) 191 .988.94 x 045 = 5,489.47 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 (19)= 5,489.47 TAX CREDITS: r,a,ncni ICtl.t1Y~ DISCOUNT (+) I AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-28-2011 CD015392 .00 5,489.47 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-29-2011 TOTAL TAX PAYMENT 5,489.47 BALANCE OF TAX DUE .00 INTEREST AND PEN. 188.31 TOTAL DUE 188.31 ~ 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. !.!'-