HomeMy WebLinkAbout06-15-12NOTICE OF INHERITANCE TAX
~E~'Cr~~~~~~C+$~~`, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~r~'k:, ~ i~~~;~*~.}~!p{~aTI ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~ ~ -~ ~ ~-• ~ %'=- 'J -
HARRISBURG PA 17128-0601
C1) 174,500.00 NOTE: To ensure proper
~2) .00 credit to your account,
.00 submit the upper portion
~3) of this form with your
(4) • 00 tax payment.
c5) 8, 140.21
c6) .00
I7) 103,562.75
~L'~C.~il~ ~~ P~ 2; zJ DATE 06-11-2012
ESTATE OF RAMEY SUSAN E
DATE OF DEATH 12-17-2010
e~0~~~p~C~i=S ~QL~~T FILE NUMBER 21 10-1274
\~tlfVIDCf7LritlD Ci~, ~ COUNTY CUMBERLAND
JOHN RAMEY ACN 101
APT 2 APPEAL DATE: 08-10-2012
18 MOUNDS R D (See reverse side under Objections )
SAN MATED CA 94402-1252 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: RAMEY SUSAN EFILE N0.:21 10-1274 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)
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)
,... .. i.,-•-
pennsylvania ~ ~~~`
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
c8) 286 > 202.96
(9) 42.395.30
clo) 2.992.49
11. Total Deductions C11) 45,387.79
12. Net Value of Tax Return (12) 240,815.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,300.00
14. Net Value of Estate Subject to Tax (14) __ 239,515.17
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 d ate.
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) 739.E x.17 X 045 = 10,778.19
17. Amount of Line 14 at Sibling rate (17) .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)= 10,778.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2011 CD014159 368.42 7,000.00
01-10-2012 CD015453 32.15- 3,451.72
TOTAL TAX PAYMENT 10,787.99
BALANCE OF TAX DUE 9.80CR
INTEREST AND PEN. .00
TOTAL DUE 9.80CR
* 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.