HomeMy WebLinkAbout06-12-12NOTICE OF INHERITANCE TAX pennSy~Van18 ~
BUREAU OF INDIVIDUAL TAXES APPRAIS `~ f~ L rWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DE6~~`i~t+t~ ~iR~SSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 (~['/"1~('+$»~ ! C
HARRISBURG PA 17128-0 601 a.t i ~ l~~~~~~
2~12J11~ 12 D~TT~E 06-05-2012
U ~~'j J~f TE OF ROUSER JOANNE W
DATE OF DEATH 04-02-2011
~'f ~r.;~ !~^ FILE NUMBER 21 11-0447
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ROBERT C SAIDIS ESQUIRE ~~~~:~~ Cn,~ APPEAL DATE: 08-04-2012
26 W HIGH ST V
C A R L I S L E P A 17 013 - 2 9 2 2 ( 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: ROUSER JOANNE WFILE N0.:21 11-0447 ACN: 101 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
C1) 375, 000.00
C2) 591,185.07
C3) .00
C4) .00
C5) 201 , 932.08
C6) 43,359.25
C7) 67,862.04
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Cs) 1.279,338.44
C9) 49.856.94
clo) 8.350.69
11. Total Deductions C11) 58,207.63
12. Net Value of Tax Return C12) 1 , 221 , 130.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 221 , 130.81
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .771 .130.81 x 045 = 54,950.89
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 54,950.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-16-2011 CD014587 2,368.42 45,000.00
12-29-2011 CD015397 .00 7,582.54
TOTAL TAX PAYMENT 54,950.96
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07CR
* 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.