HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL T~r 4 ~~ ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i!1.~./'''-~i€J INDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 p 1xti'•"+"'i1 (;~ 1~y~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17126-0601 RE~~~ ~ ~-~~ t-`' Y``'~~~J
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DATE 07-23-2012
ESTATE OF WOLF ROGER A
DATE OF DEATH 08-07-2011
FILE NUMBER 21 11-0970
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
Amount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOLF ROGER AFILE N0.:21.11-0970 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
~1) 145,718.52 NOTE: To ensure proper
c2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 10, 073.53
c6) .00
c7) 186,698.30
ca) 342,490.35
C9)_ 16.009.50
clo) 65,898.45
11. Total Deductions C11) 81,907.95
12. Net Value of Tax Return ~1P) 260,582.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2b0,582.40
NOTE: If an assessB~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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .On x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 940.4;9.84 X 12 = 2$,$52.7$
18. Amount of Line 14 taxable at Collateral/Class B ra te c18) 20, 142.56 X 15 - 3, 021.38
19. Principal Tax Due c19)= 31,874.16
TAX CREDITS:
~"" ^°^'
DATE ect~tiri
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) -
AMOUNT PAID
11-03-2011 CD015168 99.75 1,895.32
11-03-2011 CD015167 455.34 8,b51.48
11-03-2011 CD015166 455.34 8,651.48
04-27-2012 CD015911 .00 8,644.05
INTEREST IS CHARGED THROUGH 08-07-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 2g,g52.76
BALANCE OF TAX DUE 3,021.40
INTEREST AND PEN. 22,79
TOTAL DUE 3,044.19
~ 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 INSTRUCTIDNS.