HomeMy WebLinkAbout07-10-12BUREAU OF INDIVIDUAL TAxss /!CUUt7Rtyye9~~ INHERITANCE TAX Pennsylvania ~
OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TA% DIVISION QFPhP`j~tF~C~~ AND ASSESSMENT DF TAX REV-1547 EX AFP (12-ill
PO BOX 280601 ~(}~[.~~,.]H~~~
HARRISBURG PA 1712 B-0601
Y012 JUL 10 PM 12~ 12 DATE 07-02-2012
ESTATE OF HARDING MARI E
~- DATE OF DEATH 04-20-2011
Gt~'i~S ~'~ FILE NUMBER 21 11-0531
,~ CflURT COUNTY CUMBERLAND
ROBERT G FREY ~ ~" ~ ACN 101
5 S HANOVER ST APPEAL DATE: 08-31-2012
CARLISLE PA 17013-3307 (See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'- RETAIN LOWER PORTION FOR YOUR RECORDS !'~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARDING MARI EFILE 00.:21 11-0531 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] (17 93,500.00 NOTE: To ensure proper
38,060.00 credit to your account,
2. Stocks and Bonds (Schedule H) (2)
.00 submit the upper portion
3. Closely Held Stock/Partnership Int¢rest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule 0) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Pro party (Schedule E7 (57 77,090.00
6. Jointly Owned Property (Schedule F7 (6) .00
7. Transfers (Schedule G7 (7) 172,805.00
e. Total Assets (B7 381.455.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 40.242.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.922.00
11. Total DeductSOns (117 44, 164.00
12. Net Value of Tax Return (127 337,291.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (S<hedul¢ J7 (137 84.322.75
14. Net Value of Estate Subjeek to Tax (147 252,968.25
NOTE: If an assessment was issued previously, lines 14. 15 and/or 16, 17. 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date .
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (157 .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (167 -00 x 045 = .00
17. Amount of Line 14 at Sibling rata (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 252,968.25 X 15 = 37,945.24
19. Principal Tax Due (197= 37,945.24
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-07-2011 (0014676 1,897.26 39,500.00
TOTAL TAX PAYMENT 41,397.26
BALANCE OF TAX DUE 3,452.02CR
INTEREST AND PEN. .00
TOTAL DUE 3,452.02CR
~ IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR7, YOU MAV BE Dl~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~j