HomeMy WebLinkAbout08-13-12
C T E OF INHERITANCE TAX pennsylvania `J A-
BUREAU OF INDIVIDUAL TAXES [`1'J ~AI ME ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~i~
,Lf,y.. _ ~l~'
INHERITANCE TAX DIVISION FiT'Ct1'5F `D'U(~TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 `
HARRISBURG PA 17128-0601
C iG AUG 13 F;'°' 12' 22 DATE 08-06-2012
ESTATE OF THOMA KARL H
(E[ DATE OF DEATH 08-06-2011
ORPHAN'S' i'?^r FILE NUMBER 21 11-0980
CUMBERLAND CO., PA COUNTY CUMBERLAND
MARK A MATEYA ACN 101
55 W CHURCH AVE APPEAL DATE: 10-05-2012
CARLISLE PA 17013-3202 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION 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: THOMA KARL HFILE NO.:21 11-0980 ACN: 101 DATE: 08-06-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED 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) 5,019.73 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 90,829.74
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 95,849.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,6 .48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,418.09
11. Total Deductions (11) 16,073.57
12. Net Value of Tax Return (12) 79,775.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 79,775.90
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) 79.775.9n x 045 = 3,589.92
17. Amount of Line 14 at Sibling rate (17) -00, X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,589.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-04-2011 CDO15165 147.37 2,800.00
04-23-2012 CDO15882 .00 642.55
TOTAL TAX PAYMENT 3,589.92
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.