HomeMy WebLinkAbout03-22-13 �
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NCITICE �F INHERITANCE TAX � ��nn'�iyt,V�I��a
' APPRAISEMENT, ALLOWANCE OR DISALLQWANCE pEPARTMENT OF REVENUE
BUREAU oF INDZVIDUAL TAXES pF DEDUGTIt�NS AND ASSESSMENT i}F TAX
INHERITANCE TAX DIVISIOFI REV-1547 IX AFP tp9-123
PO BOX 280601
HARRISBUR6 PA 17I28-0601 ��V����� ���#tr� V�
R��I�T�� �� ��'�� �� 1)ATE o3-�5-zai3
ESTATE OF STUART GRACE S
���� ��� �� �� DATE �}F DEATH 10-09-2011
� �� FILE NUMBER 21 11-1066
����� ��, CqUNTY CUMBERLAND
ARNOLD B KOGAN pGN 101
4250 CRtlMS MILl. ROR������' {;�}���- APPEAL I)ATE: 05-24-20t3
P C1 B OX 6 9 91 ���+�':��'����� (See reverse side under Objecnons 1
HARRISBURG PA 17112-090��'' ��
Amount Remi#ted
MAKE CHECK PAYAB�E AND REMIT PAYMENT Tt�:
REGISTER OF WILLS
' 1 CCIURTHaUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YQUR RECORDS �
: ----------------------------------------------------------------------------------..________
REV-1547 EX AFP C12-113 NtJTICE OF INNERITANCE TAX APPRAISEMENT, ALLDWANCE OR
DISALLI7WAMCE qF DEDUCTIqNS AND ASSESSMENT OF TAX
ESTATE OF: STUART GRACE SFILE N0. :21 11-106b ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: f X) ACCEPTED AS FILED C 3 CNAN6ED
APPRAISED YALUE OF RETURN BASED QN; SUPPLEMENTAL RETURN N�l. Ql
1. Real Estate CScheduZe A) C1) •�Q NOTE: Ta ensure proper
2. Stacks and Bonds CSchedule B} C2) 4,2 6 9.54 credit #o Yaur accaunt,
.a 0 submit #he upper portion
3. Clasely Held Stock/Partnership Interest CSchedule C� C37 of this farm with you�
4, MartgagesfNotes Receivable tSchedule D) C4) •Q� tax payment.
5. CashtBank DePasitslMisc. Personal Property CSchedule E3 C5) '��
6. Jaintly Owned Property CSchedule F) C6) '�a
7. Transfers CSchedu3e 6� C7) 290,Q00,00
8. Total Assets C8� 294,269.54
APPRCIVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral ExpenseslAdm. Costs/Misc. Expenses CScheduie H} �g} 64,415,81.
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10? •Q�
11. Tatal Deductions C1I� �4,415.$1
12. Net Yalue of Tax Return C12} 229,853.73
13. Charitable/�overnmental Be�uests; Non-elected 91i3 Trcasts {Schedule J) ��,3� •Q�
14. Net Val�e of Estate Sub,�ect ta Tax �14? 1 s 162,�68.68
NOTE: If an assessment was issued previausly, Lines 14, 15, 16, 17, 18 and/or 19 will
re#lect figures that include the total af aZl returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of l.ine 14 at spousal rate t15? •�� X �� _ •��
16. Amount of Line 14 taxable at lineal rat+� C16> > •���•��R-�� x 045 = 52,320.09
17, Amount of Line 14 at sibling rate t173 -Od X 12 = .00
18. Amount af �ine 14 taxable at collateral rate tl8? .0 0 X 1 5 = ,0 0
19. Principal Tax Due �lg�° 52,320.09
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
D�TE NUMBER IPiTERESTIPEN PAID {-)
01-06-2012 CD015428 2,61b.00 52,OQ0.00
. Tt�TpL TAX PAYMENT 54,616.00
BAGANCE �F TAX DUE 2,295.91CR
INTEREST AND PEN. .QO
TClTAL DUE 2,295.91CR
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF 70TAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DU
FOR GALCULATIQN OF ADDITIONQL INTEREST. A REFUND. SEE REYERSE SIDE FQR INSTRUCTIONS.