HomeMy WebLinkAbout06-22-12p~ ~~N{'O~iT_yI~C'}~ OF INHERITANCE TAX pennSy~Vanla ~
BUREAU OF INDIVIDUAL TAXES r` n {-~~Ii~~(`~/t:VS ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ ~'~ ~ ~, ~~AUn,~~ceONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~,.{ . 1 t ~ ., a , ~..klJ
HARRISBURG PA 17128-0601 ~'-~ '
`~~~ ~g~~ 2~ ~~"' ~ t ESTATE OF WISEB-2012 KATHRYN K
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LINDA J LUNDBERG V~~Q~(~~G CO•, `~
4242 CARLISLE PIKE
PO BOX 308
CAMP HILL PA 17001-0308
DATE OF DEATH 05-16-2011
FILE NUMBER 21 11-0672
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 APP ---------------------
RAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WISE KATHRYN KFILE N0.:21 11-0672 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 120,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 70,921.66 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) C5) 5 35,941.91
6. Jointly Owned Property (Schedule F) (6) 26 3.63
7. Transfers (Schedule G) C7) 106 s 600.78
8. Total Assets c8) 833,727.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 53.918.8 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 318.6 0
11. Total Deductions X11) 54,237.49
12. Net Value of Tax Return I12) 779,490.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 779,490.49
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 return s assessed to date.
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) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 106.600.78 X 12 = 12,792.09
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 672,889.71 X 15 - 100,933.46
19. Principal Tax Due (19)= 113,725.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
08-11-2011 CD014835 4,566.98 86,772.56
02-03-2012 CD015543 .00 22,386.01
TOTAL TAX PAYMENT 113,725.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.