HomeMy WebLinkAbout06-15-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~',(~, ~ 1 ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~j v~ ~ ~1~?~ON$ AND ASSESSMENT OF TAX
PO BOX 280601 ~~~~ i +`~; i i,.~l ~! i ._~.'
HARRISBURG PA 17126-0601
~~{2 JElN I S PIS Z~ 25
~~~i~i 5 i..{.i~:.j~S
BRADLEY L GRIFFI(~(~1~~ `~
200 N HANOVER ST
CARLISLE PA 17013-2423
pennsylvan~a ~~ ~ ~4
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 06-11-2012
ESTATE OF PETER ROLF
DATE OF DEATH 06-14-2009
FILE NUMBER 21 09-0575
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
CUT ALONG THIS LINE ---- ~• RETAIN LOWER PORTION FOR YOUR RECORDS H
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PETER ROLF FILE N0.:21 09-0575 ACN: 1nI neTFe nc_il_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) ~1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) 38,354.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
e. Total Assets c8) _ 38 , 354.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 7 .8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) _ 2,572.80
12. Net Value of Tax Return X12) _ 35,782.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax (14) 185,204.55
NOTE: If an assessment was issued previously, li nes 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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) -00 x 045 = .00
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) 185,204.55 X 15 - 27,780.68
19. Principal Tax Due (19)= 27,7$0.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
09-09-2009 CD011722 1,263.16 24,000.00
12-06-2011 REFUND .00 2,707.31-
12-09-2011 CD015316 142.49- 5,367.32
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-10-2011 TOTAL TAX PAYMENT 27,780.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.85
TOTAL DUE 9.85
* 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. ^