HomeMy WebLinkAbout08-06-12~~~ ~bC OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~(~~~,4)](1 , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION l7 JJJ ~ `-(~~NS AND
Po eox zao6ol ASSESSMENT DF TAX REV-1547 EX AFP c12-11)
HARRISBURG PA 17128-0601
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~~,o co., PA
CHARLES E PETRIE
3528 BRISBAN ST
HARRISBURG PA 17111-1803
DATE 07-30-2012
ESTATE OF CROCHUNIS MARYANNE K
DATE OF DEATH 07-2b-2011
FILE NUMBER 21 11-0831
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(See reverse side under Objections)
Aeount Reoitted
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 t-
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX
APPRAISEM
ENT, ALLOWANCE _ _
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: CROCHUNIS MARYANNE KFILE N0.:21 11-0831 ACN: 101 D
ATE: 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) C1) 123, 926.02
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
3. Closely Held Stock/Partnershi
I
t (2) .00 credit to your account,
p
n
erest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) • 00
614,092.96 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (b) .00
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS- (s) 738.018 98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17• 6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.423 65
11. Total Deductions
12• Net Value of Tax Return (11) 20,675.25
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t 13) 717,34 3.73
14. Net Value of Estate Subject us
s
to Tax (Schedule J) ( .0 0
NOTE: If (14) 717,343 73
an assesswent was issued previously, lines 14, 15 and/or 16
17
reflect figures that
include the total of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: assessed to d to
15. Amount of Line 14 at Spousal rate (15) .00 -
00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) -
X
;~;
~) ~ • 00
17. Amount of Line 14 at Sibling rate 7;
•
X 045 = 32, 280.47
18. Amount of Line 14 taxable at cln
Collateral/Class B rate (18) nn X 12 =
.00
15
= .00
19. Principal Tax Due )( .00
TAX CREDITS: (19)= 32,280.47
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-21-2011 CD015092 1
614
02
,
. 33,000.00
TOTAL TAX PAYMENT 34,614.02
BALANCE OF TAX DUE 2,333.55CR
INTEREST AND PEN. .00
TOTAL DUE 2,333.55CR
~ IF
FOR PAID AFTER DATE
CALCULATION OF INDICATED,
ADDITIONAL SEE REVERSE
INTEREST IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)
YOU MAY BE
.
A
REFUND.
SEE
REVERSE SIDE OF
THIS FORM ,
DUE
FOR INSTRUCTIONS.