HomeMy WebLinkAbout08-06-12/~'J~/~p~~p NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXESi?[V'JII~~.L+~~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION [~.;+•+r~]~ {~~ed}ItCTIDN$ AND ASSESSMENT OF TAX
PO BOX 280601 ~CS.TiJi~',l `j~~ Y , ~ REV-1547 EX AFP C12-11)
HARRISBURG PA 17126-0601
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ol~~~s cou~r
NATHAN C WOLF ~AI.AND CO., PA
WOLF AND WOLF
10 W HIGH ST
CARLISLE PA 17013-2922
DATE 07-30-2012
ESTATE OF TRATTER ELLEN C
DATE OF DEATH 05-02-2011
FILE NUMBER 21 11-0768
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(See reverse side under Objections)
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ---) RETAIN LOWER PORTION FOR YOUR
-------------------- ----------- RECORDS E-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ___
__________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TRATTER ELLEN (FILE N0.:21 11-0768 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2. Stocks and Bonds (Schedule B)
(2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
C5) .
2,916.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 190,076.83
8. Total Assets
APPROVED DEDUCTIONS AND (s) 192 , 992.83
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 73,184.1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 64 9.58
11. Total Deductions
12. Net Value of Tax Return (11) 13,833.89
C12) 179, 158.94
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) 179,158.94
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16
17 18
reflect figures that include the total of
ALL ,
,
returns assessed to d and 19 will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 )( 00 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 179. 1 F:8 9G X 045 = .
8, 062
15
17. Amount of Line 14 at Sibling rate (17) 00 X 12 = .
1 .00
8. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS: (19)= 8, 062.15
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-01-2011 CD014787 393
79
04-12-2012
CD015837 .
1
07- 7,482.00
. 205.06
TOTAL TAX PAYMENT 8,079.78
BALANCE OF TAX DUE 17.63CR
INTEREST AND PEN. .00
TOTAL DUE 17.63CR
* IF
FOR PAID AFTER DATE
CALCULATION OF INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)
YOU MAY BE DUE
ADDITIONAL
INTEREST.
A
REFUND.
SEE
REVERSE SIDE
OF
THIS FORM ,
~(~
FOR INSTRUCTIONS. NI1