HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-D601
SCOTT M DINNER ESQ
3117 CHESTNUT ST
CAMP HILL PA
NOTICE OF INHERITANCE TAX
'S~~f1~OWANCE OR DISALLOWANCE
nn' ;`,~~ AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 06-05-2012
ESTATE OF PATTERSON JAMES H
DATE OF DEATH 08-23-2010
FILE NUMBER 21 10-0989
COUNTY CUMBERLAND
ACN 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
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17011-4529
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PATTERSON JAMES HFILE N0.:21 10-0989 ACN: 101
-----------------
OR
DATE: 06-05-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 494,480.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,029,98 0.70 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) .00
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets CS) 2.524,460.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return C12) 2,524,460.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2.524,4 60.70
14. Net Value of Estate Subject to Tax (14) .00
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X
(16) . 00 X
(17) .00 X
cls) .00 X
00 - .00
045 = .00
12 = .00
15 = .00
c19)= .00
rDATE T I NUMBER I INTEREST/PEN PAID C-) AMOUNT PAID
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.