HomeMy WebLinkAbout7-23-12~1 NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL .TAXES ~~tj~~A~a3~'~~~}~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION C=4::~~~~~',~~,~~,'~t, ~I~6iNS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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GATES HALBRUNER HATCH
1013 MUMMA ROAD STE 1
LEMOYNE PA 17043
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 07-16-2012
ESTATE OF METZ FRANCES E
DATE OF DEATH 09-28-2010
FILE NUMBER 21 10-1033
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-20.12
(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----- ~ --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: METZ FRANCES EFILE N0.:21 10-1033 ACN: 101 -----------------
OR
DATE: 07-16-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 517,588.47 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 804,830.90 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 225,880.71
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 77, 660.66
8. Total Assets cs) 1 , 625, 960.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 132,5 9 9.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,312.5 4
11. Total Deductions C11) 141,912.20
12. Net Value of Tax Return C12) 1,484,048.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,16 0,6 3 7.8 8
14. Net Value of Estate Subject to Tax C14) 323,410.b6
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 323,410.66 X 15 = 48,511.60
19. Principal Tax Due C19)= 48,511.60
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-27-2010 CD013817 2,421.05 46,000.00
12-21-2011 CD015380 .00 90.55
07-09-2012 SBADJUST .00 1.31
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 48,511.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~-~,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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