HomeMy WebLinkAbout09-04-12NOTICE OF INHERITANCE TAX pennsylvania ~, ~
i- i ~~~
BUREAU OF INDIVIDUAL TAX ~,,'~~'~ ~~={kR' i""'tW~~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -~ •~ ,~ ®~; UCTIONS AND ASSESSMENT OF TAX ------
REV-1547 EX AFP C12-11)
PO BOX 280601 ~~ ~ "' _ -" ~`
. w. ~... ' _. . L ~ ' _ L.~J
HARRISBURG PA 17128-0601
t:.. ; ~._
M T BANK Ct)~~~~~~~D CQ„ PA
ATTN INVESTMENT GRP
1 W HIGH ST
CARLISLE PA 17013-2951
DATE 08-27-2012
ESTATE OF CRIST CHRISTINE M
DATE OF DEATH 08-16-2011
FILE NUMBER 21 11-0915
COUNTY CUMBERLAND
ACN 101
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 ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ _____
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CRIST CHRISTINE MFILE N0.:21 11-0915 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)
cl) 299, 000.00
C2) 1,540,007.46
C3) .00
C4) .00
c5) 178,858.03
C6) .00
C7) 212, 121.37
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 2,229,986.8b
C9) 90 , 664.77
Clo) 21,228.17
11. Total Deductions C11) 111,892.94
12. Net Value of Tax Return C12) 2, 11$, 093.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 2, 118, 093.92
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 d ate.
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) ? , 1 1 fi .093 9? X 045 = 95, 314.23
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 95, 314.23
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-14-2011 (0015203 4,000.00 76,000.00
05-16-2012 (0015972 .00 15,314.23
TOTAL TAX PAYMENT 95,314.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 OF THIS FORM FOR INSTRUCTIONS.