HomeMy WebLinkAbout09-04-12NOTICE OF INHERITANCE TAX pennsylvan~a s ~
1"'!'.~~~„~~ A~RR,~1~I .E ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,r ` ! ~ ~~~ t{'~ ~ ,- ' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~-' .. '~~_ ~~~ TIONS AND ASSESSMENT OF TAX
# REV-1547 EX AFP C12-11)
PO BOX 280601 i-c~ i- ~'
HARRISBURG PA 17128-0601 '` `~ "}` '~-~'~
~~,r, ~~- ~{ nr, DATE 08-27-2012
ESTATE OF JEFFREYS JAMES K
DATE OF DEATH 05-26-2011
FILE NUMBER 21 11-0740
G~ iP~" -~~~; a ~.at,~~:{ , ~ COUNTY CUMBERLAND
JAMES R HUFF I ~~~~#~~'(-?~~~~ ~~~ ~~ ACN 101
1701 5TH AVE APPEAL DATE: 10-26-2012
A L T O O N A P A 16 6 0 2- 2 319 (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----- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-' _ ___________
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JEFFREYS JAMES KFILE N0.:21 11-n74n ACN: inl neTF~ nR_~~_~n,~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) 50, 000.00
c2) .00
c3) .00
c4) .00
~5) 33, 313.82
c6) .00
c7) 225,548.40
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 308 , 862.22
c9) 27 , 090.71
clo) 1 , 210 .49
11. Total Deductions (11) 2$, 301 .20
12. Net Value of Tax Return C12) 280,561.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 280 , 561.02
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 28n , 561.02 X 045 = 12, 625.25
17. Amount of Line 14 at Sibling rate (17) nn X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 12,625.25
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-11-2012 CD015842 .00 12,500.00
INTEREST IS CHARGED THROUGH 09-11-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 12,500.00
BALANCE OF TAX DUE 125.25
INTEREST AND PEN. 48.16
TOTAL DUE 173.41
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.