HomeMy WebLinkAbout07-10-12 (2)~'1~~n,~~pppp,,II~~ NOTNI7C'E OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES nlW{~IIL(~~r1C' ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX OIV ISION vv LU~199 f'~[ / Q]~ONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-11)
HARRDI SBURG~PA 17128-0601 ~~~~~ F:f Y'}~~ ~ y~/
q DATE 07-02-2012
ZQI~ ~~ ~ 0 f ~"I ~~' I h ESTATE OF DIETZ IDELLA B
DATE OF DEATI~ 09-28-2011
roc, ~'~~~.% VI` FILE NUMBER 21 11-1074
~II~`~' ~d~flt COUNTY CUMBERLAND
JOHN E SLIKE E~ ~ ~ ACN 101
STE 400 ' APPEAIL DATE: 08-31-2012
635 N 12TH ST (See reverse side under Objections)
L EMOYNE PA 17043-1247 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
~. 1 COURTHOUSE SgUARE
~.. CARLISLE PA 17013
CUT ALONG THIS LI E _ ~'-__RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C 2-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
'. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DIETZ ~ IDELLA BFILE N0.:21 11-1074 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE 0 RETURN BASED ON• ORIGINAL RETURN
1. Real Estate (Schedule A) (1] - .00
2. Stocks and Borjds (Schedule B) (2)_ 64,621.53
3. Closely Haltl ~to<k/Partnership Interest (Schedule C) (3)_ .00
4. Mortgages/NOt~'s Receivable (Schedule D) (4)_ .00
5. Cash/Bank Depdsits/Misc. P¢rso nal Property (Schedule E) CS) 5$,060.32
6. Jointly Owned IlP roperty (SChetlule F) (6) 159,105.12
7. Transfers (Scfedule G) (7)_ 148,410.56
NOTE: To ensure proper
credit to your account,
submit the upper portio
of this form with your
tax payment.
8. Total Assts ', (B) 430.197.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expens¢s (Schedule H) (g)_ 9.0.306.72
10. D¢bks/MOrtgag~ Liabilities/Liens (Schedule I) C10)_ 6.837.09
11. Total Deductigns (11) 27,143.81
12. Nat Value of flax Return (12) 403,053.72
13. Charitable/GO~ernm¢ntal Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of gsta~e Subject to Tax (14) 403.053.72
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,: assessed to date.
ASSESS MENT OF TAX :I
15. Amount of Lind 14 at Spousal rate (15) .00 g 00 - .00
16. Amount of Lin 14 taxable at Lineal/Class A rat¢ (16) G03.DF3.79 X 045 = 18,137.42
17. Amount of Linq 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Linq~ 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax lDUe (19)= 18,137.42
TAX CR EDITS: '.
PAYMENT
DATE jRECEIPT
INUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-20-2011 C 015376 842.11 16,000.00
02-29-2012 C 015646 .00 1,295.34
TOTAL TAX PAYMENT 18,137.45
BALANCE: OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
~ IF PAID AFTER DATE ~NDICATED, SEE REVERSE IF TOTAL DUE IS REFLE CI'ED AS A "CREDIT" (CR), YOU MAY BE DU~~
FOR CALCULATION OF DDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.