HomeMy WebLinkAbout08-24-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r~~!`,~~~J,~"-r` !^~~'~D~UCTIONS AND ASSESSMENT OF TAX
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NATHAN C WOLF QQ~~F`7 l.UVY~r
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CARL-ISLE PA 17013-2922
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-ill
DATE 08-20-2012
ESTATE OF FRANK RUTH A
DATE OF DEATH 08-19-2011
FILE NUMBER 21 11-1001
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(See reverse side under Objections)
Amount Remitted ~---~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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 7AX
ESTATE OF: FRANK RUTH AFILE N0.:21 11-1001 ACN: 101 DATE: 08-20-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON• ORIGINAL RETURN
1. Real Estate (Schetlule A) O) $5,000.00
2. Skocks antl Bonds (Schetlule B) (27 .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .OD
4. Mortgages/Notes Receivable (Schedule DJ (47 .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,000.08
6. Jointly Owned Property (Schedule F7 (6) 2,577.15
7. Transfers (Schedule G) (7) 24,252.11
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
B. Total Assets (87 128.829.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedu le H7 (y) 1
10. Debts/Mortgage Liabilities/Liens (Schetlule I) (10) 13.001.85
11. Total Deductions (11) 32,731.10
12. Net Value of Tax Return (]p 96x098.24
13. Charitable/Governmental Bequests; Nan-electetl 9113 Trusts (Schetlule J) (13) .00
14. Nat Value of Estate Subject to Tax (14) 96,098.24
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (157 .00 7( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9A,09R.~4 X 045 = 4,324.42
17. Amount pf Line 14 at Sibling rate C17). n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 7( 15 - ,00
19. Principal Tax Due (19)= 4,324.42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-18-2011 CD015227 216.22 4,700.00
TOTAL TAX PAYMENT 4,916.22
BALANCE OF TAX DUE 591.80CR
INTEREST AND PEN. .00
TOTAL DUE 591.80CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION~'a