HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
AARON C JACKSON ESQ
111 N FRONT ST
PO BOX 889
t,~ ~J ~ OF INHERITANCE TAX Pennsylvania ~
APPRAIS14~#~i~/~~~~ OR DISALLOWANCE DEPARTMENT OF REVENUE
OF D~~'1~~~:/~~1r ~-SSESSMENT OF TAX REV-1547 EX AFP C12-11)
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ESTATE OF
~~,~L':_ 4 DATE OF DEATH
,~~~~~~~,~~~~. FILE NUMBER
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-ACN
HARRISBURG PA 17108-0889
06-05-2012
PALOVITZ C D
08-23-2010
21 10-0912
CUMBERLAND
101
APPEAL DATE: 08-04-2012
(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 APPR --------------------
AISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PALOVITZ C DFILE N0.:21 10-0912 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) C1) 170, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,265.00 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) C4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,949.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 182.214.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 1 .6 .67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 356,569.68
11. Total Deductions C11) 372, 185.35
12. Net Value of Tax Return C12) 189,970.38-
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 189,970.38-
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _ .0 0 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .0[1 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .0 0
19. Principal Tax Due (19)= .00
TAX CREDITS:
r,+rrici. ~ neunar i I DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~