HomeMy WebLinkAbout09-24-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PO BOX 280601
HARRISBURG PA 17128-0601
GARY L COSTLOW ESQ
HIGHLAND COMMONS
351 BUDFIELD ST
NOTICE OFL pINHERITANCE TAX
APPRA~~~I~A N~~E OR DISALLOWANCE
OF f. ,I '1~ SSESSMENT OF TAX
E~_ v~~ -~ '~iLtS
pennsylvania ~
DEPARTMENT OF REVEN UE
REV-1544 EX AFP (12-11)
DATE 09-24-2012
X012 SEP 24 PM i~ 3~STATE OF BALOG MARGARET L
DATE OF DEATH 12-10-2011
FILE NUMBER 21 12-0367
O~P~~S ',~iJ~~~jT COUNTY CUMBERLAND
CUMBERLAND CO., PA AcN 1 B 1
APPEAL DATE: 11-23-2012
JOHNSTOWN PA 15904-3213
(See reverse side under Objections)
Amount Remitted
MAKE REGISTERA OFB WILALSD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ ______________
CUT ALONG THIS LINE ----------------------'-"--------~------------
REV-1547 EX AFP C12-11~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: BALOG MARGARET LFILE N0.:21 12-0367 ACN: 101 DATE: 09-24-2012
TAX RETURN WAS: C X ) ACCEPTED AS FILED ( ) CHANGED
ORIGINAL RETURN
APPRAISED VALUE OF RETURN BASED ON: ~ NOTE: To ensure proper
1 Real Estate (SChetlule A) C1) .00 credit to your account,
.
87 (2) submit the Upper Portion
2. Stocks and Bonds (Schedule
C) C37 ~ of this form with your
3 Closely Held Stock/Partnership Interest (SChedul¢ ~ tax payment.
.
4 Mort9a9es/Notes Receivable (S<hetlule D) (47~ 1,393,730.08
.
5 Cash/Bank Deposits/Misc. Persa nal Property (Schedule E) (6) ,00
.
6 JoSnt1Y Owned Property (Sch¢dule F7 13,975.77
. (7)
7. Transfers (Schedule G) (B) 1 407.705.85
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 103.776.._81
9 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H7 lU) ,00
.
10. Debts/MOrt9age Liabilities/Liens (Schedule I) ( 103x776.81
(117
1,303,929.04
11. Total Detlu<tions (127
12. Net Value of Tax Return
ental Bequests; Non-elected 9113 Trusts
(Sche (137
dule J7 704.121.69
599,g07.35
13 . Charitable/Governm (147
14 . N¢t Value of Estate Subj¢ct to Tax
15 and/or 16, 1
7, 18 and 19 will
NOTE: If an assessment was issued Previously, lines 14, assessed to date.
t fi ures that include the total of ALL ret urns
reflec 9
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rake
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxabl¢ at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: ,..crnuur r+7
PAYMtNI I---
DATE NUMBER INTEREST/PEN PAID (-)
-nR-9012 CD016095 00
.00 x 00 = .00
(l s)
Dn x
045 = ,00
u6) x
157
11>
G9 12 = 6,258.86
nn __
_
.
547,650.18 x 15 = 82,147.53
(18), x- (19)= $
AMOUNT PAID
TOTAL TAX PAYMENT 88,406.39
BALANCE OF TAX DUE .00
INTEREST. AND PEN.I .00
TOTAL DUE I .uu ~
IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRJ, YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~L_