HomeMy WebLinkAbout05-29-12~~ ~ ~ ~,., ~,L/r~~~C NOTICE
PI~fEA(I
EMENT OF INHERITANCE TAX
ALLOWANCE OR DISALLOWANCE Pennsylvania ~
BUREAU DF INDIVIDUAL T#cXtS
S
,
A
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIDN -- ~. ~ /; ~'O.~DEDUCTIO NS AND ASSESSMENT DF TAX REV-1547 E% AFP (12-11)
PO BD% 280601
HARRISBURG PA 17128 -D6 al
__ DATE (15-21 -2012
CUMBt
JAN G SULCOVE
82 W QUEEN ST
CHAMBERSBURG
1 f~''' ~ ,J I-I F
R~APJD C0 , Pry
ESQ
PA 17201-2127
ESTATE OF L.O NG JR ROBERT H
DATE OF DEATH (13-07-2011
FILE NUMBER i!1 11-0343
COUNTY (:UMBERLAND
ACN ].O1
APPEAL GATE: 07-20-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF' WILLS
1 COURTHOU'.>E SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS !-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENL. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LONG JR ROBERT HFILE N0.:21 11-0343 ACN: 101 DATE: 05-21-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHP,NGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ()) 402,500.00
2. Stocks and Bonds (Schedule B) (2) 152,656.84
3. Closely Held Stock/Partnership Interest (SChetlule C7 (3) 64,349.00
4. Mortgages/Notes Receivable (SChetlule D) (4) 304,781.15
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 344,733.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1.907.343.14
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with spur
tax payment.
e. Total Assets (e) 3.176.363.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H7 (9) li'7 .725.78
10. Debts/Mortgage Liabilities/Liens (Schedule I7 (10) 351 .845.62
11. Total Deductions (11) 529,571.40
12. Net Valu¢ of Tax Return O2) 2,646,792.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (137 175.000.00
14. Net Value of Estate Subject to Tax (147 2.471,792.41
NOTE: If an assessment was issued previously, lines 14. 15 an(1/or 16, 17, 1B 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
16. AmounT of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rake
18. Amount of Lin¢ 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 x 00 = .00
(16) 2.4 71.749.41 x D45 = 111,230.66
nn nD X 12 = .00
(ls) .00 x 15 = .00
(197= 111,230.66
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-27-2011 CD014519 4,842.11 92,000.00
12-07-2011 CD015302 .00 1~i,388.55
TOTAL TAX PAYMENT 111,230.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 -
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRT, VOU MAV BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.