HomeMy WebLinkAbout07-10-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013-3326
DATE 07-02-2012
ESTATE OF MIZELL BRUCE H
DATE OF DEATH LO-21-2010
FILE NUMBER 21 10-1124
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2012
(See reverse aide under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
L COURTHOUSE SQUARE _
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECGRDS H
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENI' OF TAX
ES 7ATE OF: MIZELL BRUCE HFILE N0.:21 10-1124 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) (HANDED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Eskata (Schedule A) (1) 72r800.0U NOTE: To ensure proper
2. Stoeks and Bonds (Schedule B) <2) .00 cretlit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E) (57 1li,312.84
6. Jointly Ownatl Property (Schedule F) (67 •00
7. Tra nsfars (Schedule G7 (7) .00
e. Total Assets (8) 89.112.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Lasts/Misc. Expenses (Schedule H7 (9) 1.3.869.70
10. Oabts/Mortgage Liabilities/Liens (Schedule U (10) 286.04
11. Total Deductions (il) 14,155.74
12. Net Value of Tax Return (12) 74r957.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 74.957.10
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 7( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rake (16) 74.9F7-10 X 045 = 3.373.07
17. Amount of Line 14 at Sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 7( 15 = .00
19. Principal Tax Due (197= 3,373.07
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-09-2012 (0015683 .00 3,373.07
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-10-2012 TOTAL TAX PAYMENT 3.373.07
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
BALANCE OF' TAX DUE .00
INTEREST AND PEN. 64.17
TOTAL DUE 64.17
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.