HomeMy WebLinkAbout01-25-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID A BARK ESQ
19 W SOUTH ST
CARLISLE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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C1? 62, 750.00
c2) .00
c3) .00
c4) .00
C5) 250.00
c6) .00
c7) .00
CUT ALONG THIS-LINE----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP C12-12? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOHNSTON JAMES EFILE N0.:21 11-1286 ACN: 101 DATE: 01-21-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~ Pennsylvania
i DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 63,000.00
~9) 15,240.18
clo) .00
11. Total Deductions C11) 15,240.18
12. Net Value of Tax Return C12) 47, 759 .82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 47,.759.82
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 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 (18) 47,759.82 X 15 = 7,163.97
19. Principal Tax Due (19)= 7, 163.97
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-01-2012 CD016724 .00 7,163.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-02-2012
TOTAL TAX PAYMENT 7,163.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. 50.52
TOTAL DUE 50.52
* 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.
DATE 01-21-2013
ESTATE OF JOHNSTON JAMES E
DATE OF DEATH 11-07-2011
FILE NUMBER 21 11-1286
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-22-2013
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013