HomeMy WebLinkAbout06-22-12,... p - __
~p NOTICE OF INHERITANCE TAX Pennsylvania `~ ~ :'
BUREAU OF INDIVIDUAL TAXES ('~f~~f"-'R~ -, `+~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~-L~ + ;-~~~~IONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
PO BOX 280601 ~,j f'. { '~ ~ ,
HARRISBURG PA 17128-0601 1 ~~`J~ll ~ . ~ ' ~ ~ ' "'"`'J
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SHARON L (ABA EX~~1BrR'L~ND ~~ ~ FA
2520 LAMBS GAP R
ENOLA PA 17025-1129
DATE 06-18-2012
ESTATE OF HERNJAK MARY JANE J
DATE OF DEATH 03-26-2011
FILE NUMBER 21 11-0480
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(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 ~-
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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: HERNJAK MARY JANE JFILE N0.:21 it-o48n ACNe lnl ner~. nc_,Q_-,n,o
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .0 Q 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,66 7.00
6. Jointly Owned Property (Schedule F) C6) 4, 182.36
7. Transfers (Schedule G) C7) 109,312.52
8. Total Assets C8) 116.161.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 8.779.87
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 8,779.87
12. Net Value of Tax Return (12) 107,382.01
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 35 0.00
14. Net Value of Estate Subject to Tax (14) 107,032.01
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 107.0 T.O] X 045 = 4,816.44
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 4,816.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-20-2011 CD014613 240.82 6,125.00
TOTAL TAX PAYMENT 6,365.82
BALANCE OF TAX DUE 1,549.38CR
INTEREST AND PEN. .00
TOTAL DUE 1,549.38CR
* 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.