HomeMy WebLinkAbout06-12-12NOTICE OF INHERITANCE TAX Pennsylvania ~
APPR~~1~ E OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES E DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~ ~Il ASSESSMENT OF TAX REV-1547 IX AFP (12-11)
PO BOX 280601 ;~~ ~~ `.i y~,"77~~-r~iJ
HARRISBURG PA 17128-0601
~~~1 HUH ~ 2 A17 ~~: 3,DATE 06-05-2012
ESTATE OF LONGENECKER HAROLD H
((''~~ -, DATE OF DEATH 02-28-2010
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~~p~~S~ ~~~~~ COUNTYUMBER CUMBERLAND
LINDA J L U N D B E R G C~~N~~=RtANO CO., PA AC N 101
PO BOX 308 APPEAL DATE: 08-04-2012
CAMP HILL PA 17001-0308 (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: LONGENECKER HAROLD HFILE N0.:21 10-0324 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) C1) 1,100,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 140,202.40 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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) E5) 224,4 98.8 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 44,939.34
8. Total Assets C8) 1.509,640.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 118. 4.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 2,769.95
11. Total Deductions C11) 121,004.47
12. Net Value of Tax Return (12) 1,388,636.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 388, 636.07
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 .38 8.636.07 x 045 = 62,488.62
17. Amount of Line 14 at Sibling rate (17) .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)= 62,488.62
TAX CREDITS:
~""""' ect~tiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-26-2010 CD012811 3,100.00 58,900.00
11-17-2010 CD013653 .00 22,000.00
TOTAL TAX PAYMENT 84,OD0.00
BALANCE OF TAX DUE 21,511.38CR
INTEREST AND PEN. .00
TOTAL DUE 21,511.38CR
* 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. (~,,