HomeMy WebLinkAbout06-15-12r,~-,Q~~C.3~,r.~WCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~Q~`~~ ~ T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;~ `~`^L "~OF?- ~I~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 fl~ `T!..) • ~..' ~
HARRISBURG PA 17126-0601
~~ i 2 JUN 15 P~1 2= 2 7
~pp..~l ;a
VnI-( N'VVj~ ~~~.i~r
JOHN D MARTIN ~R~~ C~"
404 EVERGREEN AVE
HADDON TOWNSHIP NJ 08108-3513
(1) .00
(2) 331 , 499.95
(3) 31 , 022.00
(4) .00
(5) 43,269.03
(6) .00
C7) 415,376.76
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS E~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN MARY DFILE N0.:21 11-0785 ACN: 101 DATE: 06-11-2012
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
:-_
Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(s) 821.167.74
(9) ] 7 .689.37
clo) .00
11. Total Deductions C11)
~ 17,689.37
12. Net Value of Tax Return (12) 803,478.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax C14) 803,478.37
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ROi.478.37 X 045 = 36,156.53
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .0 0
19. Principal Tax Due C19''= 36, 156.53
TAX CREDITS:
~~*~~^~ Kt~tiri DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-15-2011 CD014979 1,807.83 34,800.00 ~
DATE 06-11-2012
ESTATE OF MARTIN MARY D
DATE OF DEATH 06-25-2011
FILE NUMBER 21 11-0785
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 36,607.83
BALANCE OF TAX DUE 451.30CR
INTEREST AND PEN. .00
TOTAL DUE 451.30CR
~ 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.