HomeMy WebLinkAbout07-10-12 (4)ICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAx ~y~i~vC~ NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv lsloN ~r'p ~~{(QF~I~~ICTIONS AND ASSESSMENT OF TAl(
PG BOX 280601 Uhhhiii~L:' •~~
HARRISBURG PA 1]128-0601
24.2 JUL 10 P~ ~ 42~ 16
CL~I~~~
ORPHA~~N~~'S~~~IIC~Ot~U!~R?
ROBERT C SADISiERU*1`B./ Vv.,
26 W HIGH ST
CARLISLE PA 17013-2922
Pennsylvania ~
DEPARTMENT OF REVEN UE
REY-154] EX AFP (12-11)
DATE 07-02-2012
ESTATE OF RUSS LUCINDA K
DATE OF DEATH 06-19-2011
FILE NUMBER 21 12-0263
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-31-2012
(See reverse sdde under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P.4 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR REC ORDS ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APP RAISEME N7, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT' OF TAX
ESTATE OF: RUSS LUCINDA KFILE N0.:21 12-0263 AI:N: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (SChetlule B) (2) .00 credit to your account,
3. Closely Held Stoe k/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of thSs Form with your
4. Mort9a9es/Notes Receivable (Schedule DJ (4) •DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSChetlule E) CS) .00
6. Jointly Owned Property (Schedule F) (6) 232,411.29
7. Transfers (Schedule G) (7) 304" 682.92
e. Total Assets (e) 537.094.21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.852.00
10. Debts/Mortgage LiabiliYias/Liens (Schedule I) - (10) 115.714.70
17. Total Deductions O1) 134,566.70
12. Net Value of Tax Return (127 402,527.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3e<t to Tax (14) 402.527.51
NOTE: If an assessment was issued previously, lines 14, 15 an d.for 16, 17 , 18 and 19 will
reflect figures that include the total of ALL return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rata (151 .00 X OD = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 32.1+172.(97'-3G X 045 = 13,621.38
17. Amount of Line 14 at Sibling rata C17) -nn X 12 = DO
18. Amount of Line 14 taxable at Collateral/Class B rake (18) 99,8301.17 X 15 = 14.974.53
19. principal Tax Due (19)= 28,595.91
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT F'A ID
02-28-2012 CDD1 640 .00 13,621.38
02-28-2012 CD015641 .00 14,974.53
* IF PAID AFTER DATE INDIGAT ED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 28,595.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TDTAL DUE IS REFLECTED A.S A "CREDIT" (CR), YOU MAV BE d'0•E~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.