HomeMy WebLinkAbout06-22-12c
n (~ OTICE OF INHERITANCE TAX Pennsylvania ~ ~~` ~<
BUREAU OF INDIVIDUAL TAp~$~{~'~'}_ ~ ~A~t#~~SEMEi~IT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION t'•I-~~';;'._,-~ ^"~OF~~~~DUCTIONS AND ASSESSMENT OF TAX
y,~; REV-1547 EX AFP (12-11)
PO BOX 280601 f;~"~` i'
HARRISBURG PA 17128-0601
~~;2 J'~~ 22 ~~~ Ii ~ 30
ORp~'~~~ t,{~j ~PA.
R MARK THOMAS ~~
101 S MARKET S
MECHANICSBURG PA 17055
DATE 06-18-2012
ESTATE OF MOORE SR ROBERT L
DATE OF DEATH 05-30-2010
FILE NUMBER 21 10-Ob14
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(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 ~i RETAIN LOWER PORTION FOR YOUR RECORDS !-
-------------------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOORE SR ROBERT LFILE N0.:21 10-0614 ACN: 101
------------------
OR
DATE: 06-18-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 0,298.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 47,877.66
8. Total Assets cs) 68.175.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 1 1 .90
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) .00
11. Total Deductions C11) 15, 112.90
12. Net Value of Tax Return (12) 53, 062.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 53, 062.99
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 53.069.99 x 045 = 2,387.83
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 2,387.83
TAX CREDITS:
F'A YMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-02-2011 CD015278 .00 2,230.33
INTEREST IS CHARGED THROUGH 07-03-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,230.33
BALANCE OF TAX DUE 157.50
INTEREST AND PEN. 57.00
TOTAL DUE 214.50
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \(~
~ °EV-1470 EX (01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
R PA 171 8-0 0"
DECEDENT'S NAME FILE NUMBER
Moore, Robert L. Sr. 2110-0614
REVIEWED BY ACN
Daniel Heck 101 .
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
Row Page