HomeMy WebLinkAbout07-13-12r~--~--~~____.___ _ ___ ..: __ _ _
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~~,~LLOWANCE OR DISALLOWANCE
[[''~[~,~ ~r ~~6,~}~~S AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
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ROBERT C SAIDIS ESQ~~I~ERL11++~~{D ~V , FP.
26 W HIGH ST
CARLISLE PA 17013-2922
DATE 07-09-2012
ESTATE OF BLUBBER ELAINE D
DATE OF DEATH 06-14-2011
FILE NUMBER 21 11-0750
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
242 .lUL 13 P~"i t2~ 44
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: BLUBBER ELAINE DFILE N0.:21 11-0750 ACN: 107 DATE: n7_no_~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 190,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 4,913.54 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,4 03.11
6. Jointly Owned Property (Schedule F) (6) 1,5 27.50
7. Transfers (Schedule G) ~7) 46,459.41
8. Total Assets (8) 255.303.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 16.75 .0 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 348.96
11. Total Deductions C11) 17, 101.03
12. Net Value of Tax Return C12) 238,202.53
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 238,202.53
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _ .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 238,202.53 X 15 - 35,730.38
19. Principal Tax Due C19)= 35,730.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-14-2012 CD015702 .00 501
25
03-14-2012 CD015703 .00 .
35,000.00
INTEREST IS CHARGED THROUGH 07-24-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 35,501.25
BALANCE OF TAX DUE 229.13
INTEREST AND PEN. 2,48
TOTAL DUE 231.61
* 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.