HomeMy WebLinkAbout07-30-12~1~~~~~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 1~ QT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION jj''~~[((1~~~~ t;'P~ 1~1~~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 {•{[U~sJ • ~-~ ~ } '
HARRISBURG PA 17128-0601
2012 JUL 30 PM 3= I
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ROGER B I RW I N~MBERL.AND CO..
60 W POMFRET ST
CARLISLE PA 17013-3243
I1) 125, 000.00 NOTE: To ensure proper
CUT ALON_6 THIS LINE _ ~-1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--- _ _____________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RIPSON MARTIN FILE N0.:21 1i-0704 ACN: lnl nerF'~ n~_~z_~n,~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. 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)
DATE 07-23-2012
ESTATE OF RIPSON MARTIN
DATE OF DEATH 06-18-2011
FILE NUMBER 21 11-0704
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Anount Restitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
c2) .0 0 credit to your account,
C3) .00 submit the upper portion
of this form with your
[4) .00 tax payment.
~5)_ 30,241.19
c6) 13,500.43
~7) 64,528.16
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
cs) 233.269.78
Ig) 32.170.11
clo) 10 , 358.27
11. Total Deductions I11) 42,528.38
12. Net Value of Tax Return C12) 190,741.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 190.741.40
NOTE: If an assess~ent 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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 7A . X89 _ 7 x 045 = 8, 027 .52
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 12,352.13 X 15 - 1,852.82
19. Principal Tax Due (19)= 9,880.34
TAX CREDITS:
YATI'ItNI RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-19-2011 CD014982 .00 9,300.00
01-05-2012 CD015423 .00 86.32
INTEREST IS CHARGED THROUGH 08-07-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 9,386.32
BALANCE OF TAX DUE 494.02
INTEREST AND PEN. 5.75
TOTAL DUE 499.77
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.