HomeMy WebLinkAbout07-10-12~~~j~ f~F`~~~}~~j~TANCE TAX pennsylvania ~
APPRAIS~FM+Tij.IHu~Lt,,OY~[d~'OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVEN UE
INHERITANCE TAX DIVISION DF DE[~f ~f~N~,AL~`S ESSMENT DF TAX REV-154] IX AFP (12-ill
PO BOX 280681 1 "
HARRISBURG PA 1]128-0601
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ESTATE OF SARVER IVAN L
~~~~r~ta~: DATE OF DEATH 05-18-2011
4J'~i~+rFILE NUMBER 21 11-0767
~,(~UNTY CUMBERLAND
MARLIN R MCCALEB •/~~N 101
219 EAST MAIN ST APPEAL DATE: 08-31-2012
PO BOX 230 (See reverse side underObjectionsJ
MECHANICSBURG PA 17055-0230 Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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CARLISLE PA 17013
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SARVER IVAN _ LFILE N0.:21 11-0767 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] (1) .00
2. Stocks and Bonds (Schedule B) (y .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 90,126.88
6. Jointly Owned Property (Schedule F) (6) 2,370.94
7. Transfers (Schedule G) (7) .00
NOTE: To ensure proper
credit to your accounk,
submit the upper portion
of this form with your
tax payment.
e. Total Assets (e) 92.497.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedu le H) (9) 16.566.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.462.49
11. Total Deductions (11) 19.029.33
12. Net Value of Tax Return (12) 73,468.49
13'. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 73.468.49
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .OO X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7i.46R.49 x 045 = 3,306.08
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amounk of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 3,306.08
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-12-2011 (0014839 131.58 2,500.00
02-17-2012 CD015606 .00 674.50
TOTAL TAX PAYMENT 3,306.08
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.