HomeMy WebLinkAbout09-04-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LISA MARIE COYNE ESQ
3901 MARKET ST
NOTICE OF INHERITANCE TAX pennsylvan~a ~
APPRAkl-6~N~-, : Arl~~{~WCE OR DISALLOWANCE DEPARTMENT OF REVENUE '
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OF ~'~u~~~o~ws ~`AEN ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
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~~ -; i ~~~ w ,~ ~~ ,~`f,DATE 08-27-2012
`~"" ~ ~~' '~-' `~~ESTATE OF PUNCH JOSEPH M
DATE OF DEATH 11-01=2010
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',..'. :.', FILE NUMBER 21 10-1146
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kk ~1 4°f't!''~ L ,1(~,J~,-j+ COUNTY CUMBERLAND
Cl~~~/1 `~ f~~.i~i'~!i~ ~v., ~}~~ ACN 101
CAMP HILL PA 17011-4227
APPEAL DATE: 10-26-2012
(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 ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PUNCH JOSEPH MFILE N0.:21 10-1146 ACN: 101 DATE: 08-27-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 110, 000.00
~2} 1 , 790 .44
c3) .00
C4) .00
C5~ 52, 368 .46
~6} 598.31
~7} 13, 975.27
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 178 , 732.48
C9} 41 , 405.32
Clo) 39,774.71
11. Total Deductions C11) 81, 180.03
12. Net Value of Tax Return C12) 97,552.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 97,552.45
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 97.552.45 X 12 = 1 1 , 706.29
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19}= 11 , 706.29
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-01-2011 CD013973 368.42 7,000.00
05-17-2012 CD015990 100.00- 4,437.87
08-20-2012 SBADJUST .00 3.15
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
. TOTAL TAX PAYMENT 11,706.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D E,\1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.