HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES~'~Q~"1~'"~ T, ALLOWANCE OR DISALLOWANCE
~, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~`~''l~J~y' TIONS AND ASSESSMENT OF TAX
PO BOX 280601 RE~~i~.~~~~ ~Pn~ ~ C' REY-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 `'1 `" ~ `~%~ `~1~.'d
~~~? SAP 24 Pt~t E ~ 3~3
0 DALE WOLGEM~~R~~ ~a, PQ
2510 MILL RD
MECHANICSBURG PA 17055-5835
DATE 09-17-2012
ESTATE OF HARLEY ISAIAH B
DATE OF DEATH 10-25-2011
FILE NUMBER 21 11-1327
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(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 F-
REV-15 _
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARLEY ISAIAH BFILE N0.:21 11-1327 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) C2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) 24,273.79
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers [Schedule G) C7) .00
8. Total Assets C8) _ 24 , 273.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9)_ 16.9 .8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) .00
11. Total Deductions (11) 16,935.87
12. Net Value of Tax Return C12J 7, 337.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 7,337.92
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) _ 6.604 _ 1 x 045 = 297.19
17. Amount of Line 14 at Sibling rate C17) _0[I X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 733.79 X 15 - 110.07
19. Principal Tax Due (19)= 407.28
TAX CREDITS:
~"" ^°^' ect~tiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-04-2012 CD016067 .00 407.26
09-10-2012 SBADJUST .00 02
TOTAL TAX PAYMENT 407.28
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.