HomeMy WebLinkAbout08-24-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIV ISION
PD BOX 280601
HARRISBURG PA 1]128-0601
NOTICE OF INHERITANCE TAX
i El~g~rµ,Jp~,,~y LOWANCE OR DISALLOWANCE
~- v~~ AND ASSESSMENT OF TAX
RErJ'ti~'y P ICJ
it'~~AUtl 24 QM ~~~JJ
ORPHAfV'S GOURr
RONALD M KATZMAN CUME3ERI..At~D CO., PA
4250 (RUMS MILL ROAD
PO BOX 6991
HARRISBURG PA 17112-0900
Pennsylvania ~,~
O EPARTMENT OF REVENUE Tom'
REV-1547 EX AFP U2-ill
DATE OS-20-2012
ESTATE OF GRIMES DIANE M
DATE OF DEATH 04-21-2011
FILE NUMBER 21 11-0601
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 SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~- RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-15 47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APP RAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: GRIMES DIANE MFILE N0.:21 11-0601 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) (1) 158,137.28 NOTE: To ens
2.
Stocks and Bontls (Schedule B)
(2)
,00 ure proper
credit to your account,
3. Closely Held Stock/Partnership Intare st (Schedule L) (3) .00 submit the upper portior
4.
Mortgages/Notes Receivable (Schetlule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 18,453.00
6. Jointly Ownatl Property (Schedule F) (6) 30,059.57
7. Transfers (Schedule G) (7) 346,445.04
8. Total assets (B) 553.094.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H) (9) il. 77.F8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 83.523.12
11. Total Deductions (11) 114,800.70
12. Net Value of lax Return (12) 438,294.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax (14) 43$.294.19
NOTE: If an assessment was issued previously, lines 14. 15 and/or 16. 17 , 18 and 19 will
reflect fi8ures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 )( 00 - .00
ib. Amount of Line 14 taxable at Lineal/Class A rate C16) 4i R.J94.19 X 045 = 19,723.24
17. Amount of Line 14 at Sibling rate (17) nn =
. X 12 .00
18. Amounk of Llne 14 taxable at Collateral/Class B rate (16) .00 X 15 - .00
19. Principal Tax Due (19)= 19,723.24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-18-2011 (0014734 986.16 22,000.00
TOTAL TAX PAYMENT 22,986.16
BALANCE OF TAX DUE 3,262.92CR
INTEREST AND PEN. .00
TOTAL DUE 3,262.92CR
x IF PAID AFTER GATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAV BE (u
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.