HomeMy WebLinkAbout11-05-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
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~,;~, ; FILE NUMBER 21 12-0156
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DAVID A JONES ES~~JM~E~~ ~~~} CQ.. PA ACN 101
STE E600 APPEAL DATE: 12-28-2012
221 W PHILADELPHIA ST (See reverse side under Objections)
YORK PA 17401-2991 Amount Remitted
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~~ ~~~~~ _5 ~~"~ 2' 25 ESTATE OF HUDAK-2012 DOLORES L
DATE OF DEATH 11-07-2011
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 RECORDS ~-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUDAK DOLORES LFILE N0.:21 12-0156 ACN: 101 DATE: 10-29-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) ~2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) C6) 20,725.81
47, 000.00
7. Transfers (Schedule G) C7)
8. Total Assets Ce) 67.725.81
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11.264.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.015.39
11. Total Deductions (11) 15,279.81
12. Net Value of Tax Return (12) 52,446.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) I13) .00
14. Net Value of Estate Subject to Tax Cly) 52.446.00
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) ~7- G46.00 X 045 = 2,360.07
17. Amount of Line 14 at sibling rate C17) -~~ X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 2,360.07
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-02-2012 CD015548 118.00 2,242.07
TOTAL TAX PAYMENT 2,360.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.