HomeMy WebLinkAbout06-15-12p[(.r.~] ~?'-i-.' F~I~~TE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION t1L;~„II;~QiF,,~~~'IDNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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(X11utBERIAND CO., PA
ROGER M MORGENTHAL
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HARRISBURG PA 17110-1778
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 06-11-2012
ESTATE OF RUTH VIRGINIA H
DATE OF DEATH 04-24-2011
FILE NUMBER 21 11-0541
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-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
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: RUTH VIRGINIA HFILE N0.:21 11-0541 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 89,900.00
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) C5) 2 6,94 2.36
6. Jointly Owned Property (Schedule F) (5) .00
7. Transfers (Schedule G) (7) .00
s. Total Assets cs) - 116.842.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 2 ,9 4. 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.55 7.8 0
11. Total Deductions C11) _ 24,472.19
12. Net Value of Tax Return C12) 92, 370.17
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax C14) _ 92,370.17
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) 9? . i70 - 7 7 x 045 = 4, 156.66
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 4,15b.6b
TAX CREDITS:
hil'IC IYI nni.,tiri DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-20-2011 CD014739 207.83 5,000.00
TOTAL TAX PAYMENT 5,207.83
BALANCE OF TAX DUE 1,051.17CR
INTEREST AND PEN. .00
TOTAL DUE 1,051.17CR
* 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.