HomeMy WebLinkAbout09-04-12,_ -~
r ~-~~ G- NO.TI~f. ~~ INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ~~~~A-~SEMEI'~1~`;~ A'L' LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
;. , a
INHERITANCE TAX DIVISION
~` ~~; !~,~:DUCT~~, AND ASSESSMENT OF TAX REV-1547 EX AFP clz-11)
PO BOX 280601
HARRISBURG PA 17128-0601
•- `~~ DATE 08-27-2012
ESTATE OF PATTISON JOHN W
_ _ DATE OF DEATH 12-03-2011
(~ `~° ~ ~'~ FILE NUMBER 21 12-0349
~l~~v~~~';~~L~~~D ~,;~ } , P~ COUNTY CUMBERLAND
FOREST N MYERS ACN 101
137 PARK PL W APPEAL DATE: 10-26-2012
S H I P P E N S B U R G P A 17 2 5 7- 9 212 (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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PATTISON JOHN WFILE N0.:21 12-0349 ACN: 101 DATE: 08-27-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] tl) 279, 100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G] (7) .0 0
8. Total Assets c8) 279, 100.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1.7 5 4.2 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 1,754.25
12. Net Value of Tax Return (12] 277, 345.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 277, 345.75
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) 277,345.75 X 00 = .00
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 ra te C18) •0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~,~F~C
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,