HomeMy WebLinkAbout09-07-12~,[~ r( NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU1l1S.f~~L} !~Fi~,~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISI ,~ ~, - ,~~~ ~ C F DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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IRWIN K MCKNIGHT PC
60 W POMFRET ST
CARLISLE PA 17013-3243
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11>
DATE 09-03-2012
ESTATE OF ENCK SR ARTHUR V
DATE OF DEATH 12-2b-2011
FILE NUMBER 21 12-0199
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-02-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -/ R_ETA_IN LOWER POR_TION_ 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: ENCK SR ARTHUR VFILE N0.:21 12-0199 ACN: 101 DATE: 09-03-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 175, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) .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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,9b1.8 7
6. Jointly Owned Property (Schedule F) ((,) 400.00
7. Transfers (Schedule G) I7) 1,058,323.22
8. Total Assets CS) 1 , 249 , 685.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 30.735.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 5.503.24
11. Total Deductions cll) 36,238.90
12. Net Value of Tax Return C12) 1,213,446.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 213, 446.19
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .213.446.19 x 045 = 54,605.08
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) .00 X 15 - .00
19. Principal Tax Due C19)= 54,605.08
TAX CREDITS:
rwrn~ni KtI.t LYI DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-26-2012 CD015898 .00 50,000.00
05-25-2012 CD016023 .00 1,874.83
PAYMENT MUST BE MADE BY 09-26-2012*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 51,874.83
BALANCE OF TAX DUE 2,730.25
INTEREST AND PEN. .00
TOTAL DUE 2,730.25
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. /~.~