HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN J HARTMAN
INE IRVINE ROW
CARLISLE
NOTICE OF INHERITANCE TAX
R~R~-i~~"l~~L4~OWANCE OR DISALLOWANCE
{~¢~_`~pE11U~~I~Q~~+ AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
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ESTATE OF EVELHOCH LEE K
~ DATE OF DEATH 07-19-2011
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APPEAL DATE: 08-17-2012
PA 17 013 (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 ~,1 RETAIN LOWER PORTION FOR YOUR RECORDS F~
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REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVELHOCH LEE KFILE NO.:?1 11-0891 ACN: InI nerF~ n~_Ia_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 67, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 14 0,914.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 85, 783.17
8. Total Assets (8) 293.697.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 10,770.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,372.12
11. Total Deductions C11) 19, 142.21
12. Net Value of Tax Return (12) 274,555.30
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 274,555.30
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 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) 774 , ~, ~, . ~0 X 045 = 12, 354.99
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 12,354.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
09-14-2011 CD014967 526.32 10,000.00
02-03-2012 CD015544 .00 1,828.69
TOTAL TAX PAYMENT 12,355.01
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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.