HomeMy WebLinkAbout08-24-12-~y,nr-NOTICE OF INHERITANCE TAX
~n ~ EMENT, ALLOWANCE OR DISALLOWANCE Pennsylvania ~
BUREAU OF INDIVIDUAL ~e~~l; ~._ i'F1S5L'~NJ~~ DEPARTMENT OF REVENUE
INHERITANCE TA% DIVISION r( ~ ~% ~ ~,,?;?~F~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~1.,~'i ~.~ ,', y~J REV-154] EX AFP (12 -11)
HARRISBURG PA 3]128-0601
~~i?2 aUG 24 at111= 35
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pR~Hj~~~'3 ;;::JRi
BENJAMIN J(~j~,~g[~,4Np CQ„ PA
STE 101
1007 MOMMA RD
L EMOYNE PA 17043-1183
DATE 08-20-2012
ESTATE OF MONROE RUTH
DATE OF DEATH 11-01-2011
FILE NUMBER 21 11-1266
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2012
(See reverse side under Objections)
Amount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR REC O_RDS (~ _
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MONROE RUTH FILE N0.:21 11-1266 ACN: 101 DATE: 08-20-2012
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( J CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
Stocks and Bonds (Schedule B) (1) .00
NOTE: To ensure proper
(2) .00 credit to your account,
3. Closely Heltl Stock/Partnership Interest (Schetlule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schetlule D) of this farm with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (4)
(5) .00
14.520.08 tax payment.
6. Jointly Owned Property (Schetlule F) (67 2,206.94
7. Transfers (Schetlule G)
(77 .00
8. Total Assets
APPROVED DEDUCTIONS (87 16.727 02
AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schetlule H) ?
10.
Debts/Mortgage Liabilities/Liens (Schedule I) (g)_ ~•
qg
(10) 943.58
11. Total Deductions
12. Nat Value of Tax Return
(117
7,242.08
13. Charitable/Gov 9
ernmental Bequests; Non-electetl 9113 Tr usts (Sch
tl
l $
14
Net V
l e
u
e J) (13) .8
9.50
. a
ue of Estate Subject tp Tax
(147 7. (>65.44
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total of
ALL ,
,
a
returns nd 19 will
ASSESS
MENT OF TAX: assessed to date.
15. Amount of Line 14 at Spousal rate (157 .00
00 =
16.
Amount of Line 14 t
bl 7( .00
axa
e aY Lineal/Class A rate (16)
17.
Amount of Lina 14 at Sibling rate ~0 X 045 =
•00
u7) nn x 12 = 00
16. Amount of Lina 14 taxable at Collateral/Class B rate (18) 7,665
44
15 .
19.
Principal Tax Due .
=
X 1r149.82
TAX CREDITS:
C19)°
1,149.82
PAYMENT RECEIPT DISCOUNT (+)
DATE
01-17-2012 NUMBER
CD015471 INTEREST/PEN PAID (-)
57.49 AMOUNT PAID
1,400.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,457.49
BALANCE OF TAX DUE 307.67CR
INTEREST AND PEN. .00
TOTAL DUE 307.67CR
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR L YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.