HomeMy WebLinkAbout07-02-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ((~~~' i.( ~(~ ~°,~, UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 r1~ ~~;'('`,L!_~.+ u+ ~ ~
HARRISBURG PA 17128-0601 h -.~(~, r~, ,' ~ t,~{j~' (~
4t'i~ JUL -2 PM I~ ! ~
~,__"
DAVID W REAGE~~~'~ ~~j~j=(T
2 3 31 M A R K E T ~;m,BERI~{~ (~,,
CAMP HILL PA 17011-4642
. ;i
Pennsylvania ` ~ ~ ~~'
DEPARTMENT OF REVENUE '
REV-1547 EX AFP (12-11)
DATE 06-25-2012
ESTATE OF YORK A KENNETH
DATE OF DEATH 05-14-2011
FILE NUMBER 21 11-0636
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2012
(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 F~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YORK A KENNETH FILE N0.:21 tt-oA;~ ACN: lnl nerF~ n~_~~_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 224,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 301,838.92 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,38 0.4 2
6. Jointly Owned Property (Schedule F) (6) 14,520.59
7. Transfers (Schedule G) (7) 23,803.29
8. Total Assets (8) 576,443.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6,8 91.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). 89,725.88
11. Total Deductions (11) 96,617.68
12. Net Value of Tax Return (12) 479,825.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 479,825.54
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 479 .8 ~ - ri4 X 045 = 21 , 592.15
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 21,592.15
TAX CREDITS:
rh,n~ni rctLtirl DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-09-2011 CD014824 1,052.63 20,000.00
02-14-2012 CD015591 .00 539.55
TOTAL TAX PAYMENT 21,592.18
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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. (L