HomeMy WebLinkAbout06-15-12NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE •~tlV~ ~~.~--•.
INHERITANCE TAX DIVISION [fit''":` "C (^ ,~rQ~, ~~UCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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STEPHEN J HOG~RLAND CO., PA
19 S HANOVER ST
CARLISLE PA 17013-3327
C1) .00
~2) .00
c3) .00
C4) .00
C5) 60,355.95
C6) 102.30
C7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YORTY KAY MFILE N0.:21 11-1109 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
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) _ 60,458.25
Cg) 12.609.4?
clo) 229.43
11. Total Deductions C11) _ 12,838.85
12. Net Value of Tax Return (12) 47,619.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) 47,619.40
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) 23,809.70 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2~.R09.70 x 045 = 1,071.44
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 1,071.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-07-2011 CD015300 36.84 700.00
01-10-2012 CD015440 .00 317.87
INTEREST IS CHARGED THROUGH 06-26-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 06-11-2012
ESTATE OF YORTY KAY M
DATE OF DEATH 09-09-2011
FILE NUMBER 21 11-1109
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 1,054.71
BALANCE OF TAX DUE 16.73
INTEREST AND PEN. ,02
TOTAL DUE 16.75
~ 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.
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