HomeMy WebLinkAbout07-13-12NOTICE OF INHERITANCE TAX pennsyLvania ~'.
BUREAU OF INDIVIDUAL TAXES [~, ~ ~:~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION {'l,Lj,l~~t~r DN$ AND ASSESSMENT OF TAX
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CARLISLE PA 17013-3015
DATE 07-09-2012
ESTATE OF VAUGHN LOUISE M
DATE OF DEATH 12-23-2011
FILE NUMBER 21 12-0003
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
CUT ALONG THIS LINE ---- ~> RETAIN LOWER PORTION FOR YOUR RECORDS F-- _
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VAUGHN LOUISE MFILE N0.:21 12-0003 ACN: 101 DATE: n7-n4_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. 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)
(1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 18,235.24
c6) .00
~7) 840,582.09
cs) 858.817.33
C9)-- 18,616.9
clo) 3.541.60
11. Total Deductions C11) 22, 158.52
12. Net Value of Tax Return (12) 836,658.81
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 836,658.81
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) _ R36.6~,R.R1 X 045 = 37,649.65
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) .00 X 15 - .00
19. Principal Tax Due
TAX CREDI C19)= 37,649.65
TS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-12-2012 CD015691 1,882.48 35,767.17
TOTAL TAX PAYMENT 37,649.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.-~Y/f~