HomeMy WebLinkAbout09-24-12NOT, CE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES~~"""~~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE 7AX DIVISION ~~^fC'T!: ~~OTei' A~I~1I~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 L~f~~Ji~.+~ \..'I~ i+4.-.a.V REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601
ZGI? SEP 24 PM i~ 38
r,O`RPHAT~I'S CQU~T
MICHAEL L BANG~MBERt.AND CO., PA
429 S 18TH ST
CAMP HILL PA 17011-5902
DATE 09-17-2012
ESTATE OF LUCISANA THERESA
DATE OF DEATH 01-25-2012
FILE NUMBER 21 12-0143
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 ALON_6 THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUCISANA THERESA FILE N0.:21 12-0143 ACN: 101 DATE: n9_I7_~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To en
2.
Stocks and Bonds (schedule B)
C2)
95,497.99 sure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 254,103.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 902, 174.11
8. Total Assets C8) 1 .251 , 775.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 1 .4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 4.706.45
11. Total Deductions (11) 20, 131.74
12. Net Value of Tax Return C12) 1 , 231 , 644 . O 1
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 231 , b44. O1
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 1,231,644.01 X 15 = 184,74b.60
14. Principal Tax Due C19)= 184, 746.60
TAX CREDITS:
rwTntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-05-2012 CD015810 8,842.11 168,000.00
06-04-2012 CD016058 .00 7,904.49
TOTAL TAX PAYMENT 184,746.60
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.