HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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WILLIAM R KAUFMAN ESQ ~L1Ef11,t'wL CO~' PA
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940 CENTURY DR
MECHANICSBURG PA 17055-4376
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 06-18-2012
ESTATE OF MARWICK JOSEPHINE
DATE OF DEATH 09-07-2011
FILE NUMBER 21 12-0138
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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: MARWICK JOSEPHINE FILE N0.:21 12-013& ACN: lnl neTF~ nc_tw_~ni~
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)
C1) •00 NOTE: To ensure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 9,329.23
C6) 15,824.35
c7) .00
ca) 25, 153.58
C9) 1 0 , 73 6
clo) 2.603.35
11. Total Deductions C11) 13,335.61
12. Net Value of Tax Return C12) 11,817.97
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 11 , 817.97
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 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) 71 .817.97 x 045 = 531.81
17. Amount of Line 14 at Sibling rate C17) _n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 531.81
TAX CREDITS:
°^' rcet,tiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
O1 16 2012 CD015533 .00 ~S3I R1
TOTAL TAX PAYMENT 531.81
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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.