HomeMy WebLinkAbout08-06-12,~..,
- r.
,,, ~~OTICE OF .INHERITANCE TAX pennsyLvan~a ~
APP T NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ASSESSMENT OF TAX
PO BOX 280601 ~'" ~~~lll~~r REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601 Z' { ~`~ ~~ i ~ ,J
2~I2 AU6 -5 PM i~ 24 DATE 07-30-2012
ESTATE OF CAUFMAN JOAN M
DATE OF DEATH 10-1.6-2011
v~..~~`it` ~,,1;r FILE NUMBER 21 11-1146
OflPHAN~S CQ11RT COUNTY CUMBERLAND
STEPHEN D TILEY ~~'~~p ~~ ~ ACN 101
5 S HANOVER ST APPEAL DATE: 09-28-2012
CARLISLE PA 17013-3307 (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 --I 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 OF: CAUFMAN JOAN MFILE N0.:21 11-1146 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 O tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 6,25 3.00
6. Jointly Owned Property (Schedule F) (6) 1,544.86
7. Transfers (Schedule G) (7) 132, 130.00
8. Totai assets (8) 149 , 927.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 7.546.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 23.00
11. Total Deductions (11) 7,969.00
12. Net Value of Tax Return (12) 141 , 958.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 141 , 958.86
NOTE: If an assessment 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 date .
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) 1 41 . 9~R _ R6 x 045 = 6, 388.15
17. Amount of Line 14 at Sibling rate C17) _00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 1 5 - .00
19. Principal Tax Due (19)= 6,388.15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-15-2011 CD015334 302.63 5,750.00
04-09-2012 CD015808 .00 230.26
INTEREST IS CHARGED THROUGH 08-14-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 6,282.89
BALANCE OF TAX DUE 105.26
INTEREST AND PEN. .25
TOTAL DUE 105.51
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.