HomeMy WebLinkAbout06-12-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPR~ ~ ~~$yff~VCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0!F~~I, ~ MM~}~J..,,`~~*''3+''¢{" ASSESSMENT OF TAX REV-1547 IX AFP (12-11)
PO BOX 280601 l7 t,i ~ w; ' ~'~ t i~1'~,~,,J
HARRISBURG PA 17128-0601 !!t' A
~Qf e. JU~ + ~ AM ~ ~ ~ ~~ ESTATE OF BUDDY-2012 GEORGE J
DATE OF DEATH 02-04-2011
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~PtiA~I'S C;~}Uf~T FILE NUMBER 21 11-0284
rrYitY COUNTY CUMBERLAND
STANLEY H MITCHELL ESQ ~„ ~ ACN 101
600 N SECONS ST APPEAL DATE: 08-04-2012
BOX 425 (See reverse side under Objections)
HARRISBURG PA 17108 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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUDDY GEORGE JFILE N0.:21 11-0284 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 28,175.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 28 , 175.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6. 9. b
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.820.28
11. Total Deductions C11) 8, 049.64
12. Net Value of Tax Return (12) 20, 125.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 20, 125.80
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X
(16) .00 X
(17) .00 X
(18) 20,125.80 X
00 - .00
045 = .00
12 = .00
15 = 3,018.87
(19)= 3, 018.87
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-30-2011 CD015413 .00 3,018.87
CALAIVI:t ur UNNA1ll INTEREST/PENALTY AS OF 12-31-2011
TOTAL TAX PAYMENT 3,018.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. 13.86
TOTAL DUE 13.86
* 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. ~~