HomeMy WebLinkAbout11-16-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL tax ~` pnFAPR 1, NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-"~~ ~ ~-' ,0 ~~ TIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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ROGER B IRWI1~'~~C~J ~~ ~~-, PA
IRWIN & MCKNIGHT PC
60 W POMFRET ST
CARLISLE PA 17013-3243
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (09 -12)
DATE 11-12-2012
ESTATE OF GRAFF WILLIAM A
DATE OF DEATH 05-26-2012
FILE NUMBER 21 12-0699
CDUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2013
(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 ---- 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP I12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRAFF WILLIAM AFILE N0.:21 12-0699 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: (X7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (S<hetlule A) (1) •00 NOTE: To ensure proper
300,453.16 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C37 of this form with your
4. Mortgages/Notes Receivable CS<hetlule D) C47 •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Ownetl Property (S<hetlule F) (5) .00
7. Transfers (Schedule G) (7) 85'102'41
e. Total Assets (e) 385.555.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (S<hetlule H7 (9) 14.039.04
10. Debts/Mortgage LiabilitSes/Liens (Schedule I) (10) .00
11. Total DeductSOns (11) 14,039.04
12. Net Value of Tax Return (12) 371x516.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSChedula J7 ()3) .00
14. Net Value of Estate Subject to Tax (14) 371.516.53
NOTE: If an assessment was issuetl previously, Lines 14. 15, 16, 17, 18 antl/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Ampunt of Line 14 at spousal rate (15) 371,516.53 x 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) -00 X 045 = .00
17. Amount of Line 14 at sibling rate (17) .OD X 12 - .00
18. Amount of Line 14 taxable at collateral rate (1B) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-7 AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR7, YOU MAY BE DUE ~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.