HomeMy WebLinkAbout07-23-12i ~
~~rnnnr~~,{~C~OF INHERITANCE TAX
BUREAU of INDIVIDUAL TAXES ^^~VAtp~MG~ KIQ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION y~Gi~!l7FGIJRDURq'BtiE~NS AND ASSESSMENT OF TAX
PO BOX 286601
HARRISBURG PA 17128.6661
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JOHN D KILLIAN ES9"2'B.~'l4C"D CO., PA
PO BOX 886
HARRISBURG PA 17108
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DEPARTMENT OF RE VENUE
REV-1547 EX AFP U2-ill
DATE 07-16-2012
ESTATE OF FOX PHILIP E
DATE OF DEATH 06-27-2010
FILE NUMBER 21 10-0834
COUNTY CUMBERLAN^
ACN 101
APPEAL DATE: 09-14-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER CIF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS (-^
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF: FOX PHILIP EFILE N0.:21 10-0839 ACN: 101 DATE: 07-16-2012
TAX RETURN WAS: ( 7 ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Honds (Schedule B) (2J 2,b87,690.57 ere dlt to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable CSChetlule D) (4) •00 Fax payment.
5. Cash/Bank Deposits/Misc. Personal Pro party (Schedule E) (5) 188,085.$3
6. Jointly Owned Property [Schedule F) (4) 29,000.00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 2.904,776.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9) F;3.F x.94
10. Debts/Mortgage LS abilities/Liens (Schedule U (1 OJ 827.10
11. Total Deductions C11) 54x351.04
12. Nei Value of Tax Return (12) 2,850x425.36
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) [13) 2.221,425.36
14. Net Value of Estate Subject to Tax C14) 629.000.00
NOTE: If an assessment was issued Previously, lines 14, 15 andJor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lina 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of line 14 taxable at Lineal/Class A rate (36) A J9.000.00 X 045 = 28,305.00
17. Amount of Line 14 at Sibling rate C17) .n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 28,305.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
~
02-28-2012 CD015634 .00 28,305.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-29-2012 TOTAL TAX PAYMENT 28x305.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 784.50
TOTAL DUE 784.50
w IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, VOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-0tl0 EX (Ot-00)
j ~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280801
Philip E. Fox
Wlyons
2110-0839
101
ITEM
SCHEDULE NO,. EXPLANATION OF CHANGES
The estate is deferring the tax on the trust.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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