HomeMy WebLinkAbout11-05-12~_
T E OF INHERITANCE TAX
~~G~~~~~~ ~,T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES f~ ~ ~~ .UNIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~`c -~,J
PO BOX 280601 ~~~ .i~ ~ ? --'~ ~~
HARRISBURG PA 17128-0601
Qrl~ t i~~~i ~ ~v..ll1C
ANDREW C SHEELY (~~~ERL,~Nu' GO•~ PA
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055-0095
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 10-29-2012
ESTATE OF GRASER KIMBERLY K
DATE OF DEATH 10-27-2011
FILE NUMBER 21 11-1206
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS F-
--------------------------------------------------------------
- --------------
----
--------
--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRASER KIMBERLY KFILE N0.:21 11-1206 ACN: 101 DATE: 10-29-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 206,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
C2)
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 (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10 5,4 65.03
6. Jointly Owned Property (Schedule F) (6) .00
561,535.00
7. Transfers (Schedule G) C7)
8. Total Assets c8) 873,000.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 11.8 90.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 44.121.95
11. Total Deductions (11) 56,012.85
12. Net Value of Tax Return (12) 816,987.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 816,987.18
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate C16) R1 6 .9R7 _ 1 R X 045 = 36, 764 .42
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19 )= 36,764.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-23-2012 CD015496 1,838.22 36,000.00
TOTAL TAX PAYMENT 37,838.22
BALANCE OF TAX DUE 1,073.80CR
INTEREST AND PEN. .00
TOTAL DUE 1,073.80CR
^ 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 FOR INSTRUCTIONS.