HomeMy WebLinkAbout07-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STANLEY A SMITH ESQ
PO BOX 1146
NOTICE OF INHERITANCE TAX
AP Yw~NCE OR DISALLOWANCE
0 "~-_ ~~ D ASSESSMENT OF TAX
i +1' /t
~Ql2 JUL 30 PM 3: I
ORPt-ffW`5 ~UUR r
CIIhABERLAND CO., PA
HARRISBURG PA 17108-1146
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 07-23-2012
ESTATE OF GRIM NANCY A
DATE OF DEATH 07-17-2011
FILE NUMBER 21 11-0810
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS t-- _ ____________
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIM NANCY AFILE N0.:21 11-0810 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) 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 cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property cSchedule 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 cSchedule I)
cl) 363,300.00 NOTE: To ensure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 6,501.15
c6) 3, 439.02
c7)__ 613,220.88
cs) 986.461.05
fig) .716.7
clo) 3.969.37
11. Total Deductions
cll)
29,686.09
12. Net Value of Tax Return C12) 956,774.96
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 956,774.46
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 9~6 . 774 _ 96 x 045 = 43, 054.87
17. Amount of Line 14 at Sibling rate C17) _nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due c19)= 43, 054 .87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID c-) AMOUNT PAID
10-17-2011 CD015069 2,052.63 39,000.00
04-03-2012 CD015793 .00 2,002.24
TOTAL TAX PAYMENT 43,054.87
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.