HomeMy WebLinkAbout05-29-12Buasau of INDIVIDUAL razes ~~~' ~ -NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAL4~1~'Etl~/~(~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OFREVENUE
INHERITANCE TAX DIVISION ~~"`'~'~~'~,OF~-DED4f~tTIONS AND ASSESSMENT QF TAX REV-1547 EX AFP (12-11)
PD BOX 280601 ~ -~.',/
HARRISBURG PA 17128-0681 .. ,,
i { y
C'i~t fii41 G.)t~
~','! ,,.
('' . , ..
ORr~~H4~ ..I,,.
CUI~BERtgNp'~j` ~ PA.
ELYSE E ROGERS ESQ
STE 400
635 N 12TH ST
LEMOYNE
PA 17043-1247
DATE 05-21-2012
ESTATE OF BLACK VIOLA J
DATE OF DEATH 06-03-2011
FILE NUMBER 2'1 11-0688
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2012
(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 ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BLACK VIOLA JFILE N0.:21 11-0688 A,CN: 101 DATE: 05-21-2012
TAX RETURN WAS: (JO ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (S<hetlule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
cretllt to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 40,786.99
6. Jointly Owned Proparky (SChetlule F) (6) .00
7. Transfers (Sehetlule G) (7) 1,367,558.47
e. Total Assets (8) 1.408.345.46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 40.152.70
10. Debts/Mortgage Liab311ties/Liens (Schedule I) (30) 1.442.42
11. Total Deductions (11) 41,595.12
12. Net Value of Tax Return (12) 1,366,750.34
13. Charitable/Governmental Bequests; Nan-elaeYetl 9113 Tr usts (Schedule J7 (13) 25.000.00
14. Net Value of Estate Subject to Tax (14) 1.341.750.34
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rata (15) .00 X 00 - .00
16. Amount of Lina 14 taxable at Lineal/Class A rate (16) .Dn X 045 = .00
17. Amount of Line 14 at Slbling rate (17) 1 .116.713.96 X 12 = 133,705.68
18. Amount of Line 14 taxable at Collateral/Class H rate (187 227,536.38 7( 15 - 34.130.46
19. Principal lax Due (197= 167x836.14
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-29-2011 (0014908 8,315.79 158,000.00
12-01-2011 (0015277 .00 ].,520.36
TOTAL TAA: PAYMENT 167,836.15
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR7, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE', OF THIS FORM FOR INSTRUCTIONS.