HomeMy WebLinkAbout06-12-12E OF INHERITANCE TAX Pennsylvania ~
APPR ~I~E OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~ ~ ` VS?ASSESSMENT OF TAX REV-1547 IX AFP (12-11)
PO BOX 280601 ~~Y~l~'~` ~_
HARRISBURG PA 17128-0601
2~1? JU~1 j,~ h~~ ~1; ~^.~~ATE 06-05-2012
ESTATE OF JONES DOROTHY V
C~ ~a114~ ~ DATE OF DEATH 03- 13-2011
r+{~R~~~~S ~~~~RT FILE NUMBER 21 11-0411
t~~l~ ~Q" PA ACNNTY lO1BERLAND
JAMES D BOGAR
1 W MAIN ST APPEAL DATE: 08-04-2012
SHIREMANSTOWN PA 17011-6327 (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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES DOROTHY VFILE N0.:21 11-0411 ACN: l0] DATE: n~-n~-~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (:Schedule A) ~1) 120,000.00
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) C4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,04 7.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
8. Total assets c8) 141.047.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) .107.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 25, 107.53
12. Net Value of Tax Return X12) 115,939.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 115,939.83
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 115. 939.83 x 045 = 5,217.29
17. Amount of Line 14 at Sibling rate C17) _nn X 12 = .00
18. Amount of Lime 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,217.29
TAX CREDITS:
r,arntni Ktl:t1PT DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-08-2011 CD014551 260.86 5,980.72
TOTAL TAX PAYMENT 6,241.58
BALANCE OF TAX DUE 1,024.29CR
INTEREST AND PEN. .00
TOTAL DUE 1,024.29CR
* 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.