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HomeMy WebLinkAbout09-04-12art-`,'';'_., ~ ~~ ~UT~,I ~~` OF INHERITANCE TAX pennsylvania ~ ~ e~P~'RSAT~'EN~~E'NT~r ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES ~r r~ ~ .., DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~ ~~, '~Q~`' .D~AI~~~~ONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (12-11) PO BOX 280601 HARRISBURG PA 17128-0601 ,} ry Lt #Y,s~ 1'' w'=~ DATE 08-27-2012 ESTATE OF FEALTMAN GUERN W __.~~. DATE OF DEATH 09-24-2011 ~k`~~} (0. ~~`~ ' , ~ FILE NUMBER 21 11 - 1020 C~J~v'1~~~-cL~~~~i~ ~;~., ~~, COUNTY CUMBERLAND SHELLY J KUNKEL ACN 101 109 LOCUST ST APPEAL DATE: 10-26-2012 H A R R I S B U R G P A 17101 - 14 0 9 (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: FEALTMAN GUERN WFILE N0.:21 11-1020 ACN: 101 DATE: 08-27-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1} 126, 900.00 NOTE• To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4} .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,468.31 6. Jointly Owned Property (Schedule F) ~6} .0 0 7. Transfers (Schedule G) ~7} .0 0 8. Total Assets (8) 138 , 368.31 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9} 3 2.8 2 6.8 8 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 127,737.35 11. Total Deductions C11} 160,564.23 12. Net Value of Tax Return X12} 22, 195. 92- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 22, 195. 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 (16) .0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due C19}= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID t-) AMOUNT PAID TOTAL TAX PAYMENT .00 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" (CR), YOU MAY BE DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.