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e NOTICE OF INHERITANCE TAX pennsylvarna
BUREAU OF INDIVIDUAL ~ EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 14-~~!- '")1=EDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)RIR!!!A
PO BOX 280601 C
HARRISBURG PA 17128-0601
DATE 10-01-2012
2012 OCT -9 PM 3: 32 ESTATE OF STUART GRACE S
DATE OF DEATH 10-09-2011
FILE NUMBER 21 11-1066
R HkTS DJURr COUNTY CUMBERLAND
ARNOLD B RIAD CIA ACN 101
4250 CRUM -R D APPEAL DATE: 11-30-2012
PO BOX 6991 (See reverse side under Objections)
HARRISBURG PA 17112-0900 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 E---
R-EY---1-54--7---EX--AFP----C-1-2---1-1-)----NOTI--C-E--OF---I-N-H--ER-I-TA--NC--E---TAX-------APPRA-I-S--EM---ENT-,--AL--L---OWANC---E--OR----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STUART GRACE SFILE NO.:21 11-1066 ACN: 101 DATE: 10-01-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 699,927.15 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 237,382.51
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers (Schedule G) C7) 35, 000.00
8. Total Assets CS) 972,309.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 28,974.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 3,527.50
11. Total Deductions CII) 32,501.87
12. Net Value of Tax Return (12) 939,807.79
13. Charitable;Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 939,807.79
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 939,807.79 X 045 - 42,291.35
17. Amount of Line 14 at Sibling rate C17) 00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate cis) .00 X 15 = .00
19. Principal Tax Due (19)= 42,291.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-06-2012 CDO15428 2,114.57 52,000.00
TOTAL TAX PAYMENT 54,114.57
BALANCE OF TAX DUE 11,823.22CR
INTEREST AND PEN. .00
TOTAL DUE 11,823.22(
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.