HomeMy WebLinkAbout10-09-12
INHERITANCE TAX Pennsylvania i
I~PRI~M~$M~ArL
BUREAU OF INDIVIDUAL TAXES LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~I
INHERITANCE TAX DIVISION rt!_C1 „~'i fr'~Uj AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
10,12 0 C T -9 P'' 3: 32 DATE 10-08-2012
ESTATE OF BOYER THOMAS S
DATE OF DEATH 10-01-2011
Q irk` ^N' FILE NUMBER 21 12-0033
~UMBERLID CO. PA COUNTY CUMBERLAND
RONALD E JOHNSON ES ACN 101
78 W POMFRET ST APPEAL DATE: 12-07-2012
CARLISLE PA 17013-3216 (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: BOYER THOMAS SFILE NO.:21 12-0033 ACN: 101 DATE: 10-08-2012
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 216,000.00 NOTE: To ensure proper
00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 55,601 .25
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers (Schedule G) C7) 43, 678.50
8. Total Assets (8) 315,279.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,551.33
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 235,284.05
11. Total Deductions (11) 270,835.38
12. Net Value of Tax Return (12) 44,444.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 44,444.37
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 (15) .00X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 0n x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 44,444.37 X 15 = 6,666.66
19. Principal Tax Due C19)= 6,668.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
06-26-2012 CDO16174 .00 6,668.00
TOTAL TAX PAYMENT 6,668.00
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.