HomeMy WebLinkAbout09-17-12p~CiJ~~$~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~nCC i~J. z-}7 . r ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION f1G~iv1[~~,-D~,~TIDN$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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CARLISLE PA 17013-3243
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 09-11-2012
ESTATE OF HENRY JOYCE L
DATE OF DEATH 08-17-2010
FILE NUMBER 21 10-0897
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2012
(See reverse side under Objections)
Amount Remfttedr
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 E-
_
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APP _
RAISEMENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HENRY JOYCE LFILE N0.:21 10-0897 ACN: 101 DATE: 09-11-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) ~1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,853.18 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 5,076.39
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) ~7) .00
8. Total Assets C8) 27.929.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 530.00
12. Net Value of Tax Return C12) 27,399.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 201 , 988.09
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 (16) 701 .988.09 x 045 = 9,089.46
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .0 0
19. Principal Tax Due C19) = 9,089.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
11-12-2010 CD013640 392.82 7,463.66
05-09-2012 CD015956 .00 1,232.98
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-10-2012 TOTAL TAX PAYMENT 9,089.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. 36.20
TOTAL DUE 36.20
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.