HomeMy WebLinkAbout08-06-12~" `~(~ OTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~' EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~2 AU~ ~p ~P~~'~~~~ DATE 07-30-2012
ESTATE OF BITTINGER DOROTHY C
MARCUS A MCKNIGHT III
60 W POMFRET ST
CARLISLE PA 17013-3243
DATE OF DEATH 11-19-2011
FILE NUMBER 21 11-1338
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(See reverse side under Objections)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~--- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BITTINGER DOROTHY (FILE N0.:21 11-1338 ACN: 101
-----------------
OR
DATE: 07-30-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 11 2,0 00.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
2, 694.56
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 41,374.9 5
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 75, 086.37
8. Total Assets c8) 231 , 155.88
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.04 2.60
10. Debts/Mortgage Liabilities/Liens LSchedule I) (10) 569.5 6
11. Total Deductions C11) 15,612.16
12. Net Value of Tax Return C12) 215,543.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J] (13) __ .0 0
14. Net Value of Estate Subject to Tax (14) 215.543.72
NOTE: If an assesswent 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 77 ~ . S4~ _ 7? x 045 = 9, 699.47
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 - .00
19. Principal Tax Due (19)= 9,699.47
TAX CREDITS:
PAYMENT REGEiPT DiSGOUNT C+)
DATE HUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-15-2012 CD015595 421.05 8,000.00
04-18-2012 CD015869 .00 1,278.43
TOTAL TAX PAYMENT 9,699.48
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.