HomeMy WebLinkAbout06-12-12~~`f~~~ ~n(,r ~T E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Taxes ~~1.((~~~~~~'? ~~i~~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION IIL1..~,,~r~~~~D~~TIDNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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78 W POMFRET ST
CARLISLE PA 17013-3216
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-05-2012
ESTATE OF ENGBERG LARRY A
DATE OF DEATH 11-14-2010
FILE NUMBER 21 11-0481
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections )
Amount Remitted- -1
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: ENGBERG LARRY AFILE N0.:21 11-0481 ACN: tn) nerF~ n~_n~_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 134,300.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .QO 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) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 136, 016.38
8. Total Assets (8) 270 , 316.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 1].081.6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,662.8 8
11. Total Deductions C11) 17,744.53
12. Net Value of Tax Return C12) 252,571.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 252,571.85
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) 194,294.12 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) rib.?77.74 x 045 = 2,622.50
17. Amount of Line 14 at Sibling rate (17) n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 2,622.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-20-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 2,622.50
INTEREST AND PEN. 66.88
TOTAL DUE 2,689.38
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~
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