HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DORIS JONES
2071 NEWVILLE RD
PLAINFIELD
RL`~ ~, ~' ' NOtIL'F OF INHERITANCE TAX
API'RAISEMEN'f, ALLOWANCE OR DISALLOWANCE
~~ 1 ~ .~~~~4~ ~Ef~H~ AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
~C `~-~ ~ - DATE 06-05-2012
~yt~u~i'~~~J uQ+1f~T ESTATE OF GRAVER ROBERT A
V~$E~-~~ ~' ~ DATE OF DEATH 03-06-2011
FILE NUMBER 21 11-0328
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
PA 17 0 81 ( 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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRAVER ROBERT _ A.FILE N0.:21 11-0328 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 100,000.00
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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16,139.28
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) .00
8. Total assets (8) 116 , 139 .28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 24,4 99. 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 24,499.38
12. Net Value of Tax Return C12) 91 , 639.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 91 , 639.90
NOTE: If an assessment was issued previausly, 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 (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 91 ,69.90 x 045 = 4,123.79
17. Amount of Line 14 at Sibling rate (17) .(]0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/'Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 4, 123.79
TAX CREDITS:
PAYMENT RECEIPT DISfOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-02-2011 CD014534 206.19 5,500.00
TOTAL TAX PAYMENT 5,706.19
BALANCE OF TAX DUE 1,582.40CR
INTEREST AND PEN. .00
TOTAL DUE 1,582.40CR
* 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.