HomeMy WebLinkAbout01-07-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN C OSZUSTOWICS CLERI( ~~
104 S HANOVER ST QRpEJA(1~S' L~,f~1~T
CARLISLE ~~~C~~~~ + ~~
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-07-2013
ESTATE OF JOHNSTON III JAMES R
DATE OF DEATH 03-19-2012
FILE NUMBER 21 12-0552
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _____________
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOHNSTON III JAMES RFILE N0.:21 12-nSS2 ACN: ln~ nerc. n,_n~_~n,z
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,00 7.5 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,264.68
6. Jointly Owned Property (Schedule F) C6) 4,341.73
7. Transfers (Schedule G) C7) 387,810.67
8. Total Assets C8) 396.424.58
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (I1) .00
12. Net Value of Tax Return C12) 396,424.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 396,424.58
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 395,474.86 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 949.7 x 045 = 42.74
17. Amount of Line 14 at Sibling rate C17) .0 n X 12 = .00
18. Amount of Lfne 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= 42.74
TAX CREDITS:
r,~rn~ni KtI.tLYI DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-18-2012 (0016659 .00 42.74
TOTAL TAX PAYMENT 42.74
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. ~l