HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~{~~~~- ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i 4J DN$ AND ASSESSMENT OF TAX
PO BOX 260601 ~~~CT~(~ ~~
HARRISBURG PA 17126-0601 ~=~0`J ~'-' ~ " v `"'~"f
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
z~~2 S~Q 2~F ~;~ `~ 3~ DATE 09-24-2012
ESTATE OF SLOAND JOHN L
DATE OF DEATH 03-29-2012
t.,~ta'~,'.~`' FILE NUMBER 21 12-0524
ORPt-W+N~~ GUURT COUNTY CUMBERLAND
LAUREN E BOGAR CUMBERIAi~D CO., ~ ACN 101
1 W MAIN ST APPEAL DATE: 11-23-2012
SHIREMANSTOWN PA 17011-6327 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ___________
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SLOAND JOHN LFILE N0.:21 12-0524 ACN: 101 DATE: 09-74-~n)~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 3,190.48 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) 39 7,504.22
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) 150,480.22
e. Total Assets c8) 551.174.92
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 25.363.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions X11) 25,363.87
12. Net Value of Tax Return
X12) ,
525 811.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ _ 12.500.00
14. Net Value of Estate Subject to Tax (14) 513,311.05
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
r,+,nu.i rcc~eari DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
-12-2012 CD016109 1.154.95
t15) .00 X 00 = .00
c16) 51;.;]) _ 0 x 045 = 23,099.00
c17) _ nn x 12 = . 00
c18) .00 X 15 = .00
c19)= 23,099.00
AMOUNT PAID
21,944.05
TOTAL TAX PAYMENT 23,099.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. M