HomeMy WebLinkAbout09-17-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXESGC.(~C1(;~P~~T, ALLOW ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION X111[[ VV JJ ~ O<~
TIONS AN D ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
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HARRISBURG PA 17128-0601
DATE 09-11-2012
~~IZ SAP 17 PFI I ~ S2
ESTATE OF HATTER KATHRYN E
DATE OF DEATH 05-13-2011
vi.k:~~" FILE NUMBER 21 11-0613
ORPHANS vQU~T COUNTY CUMBERLAND
SAMUEL L ANDE~y ~~ ~
~ ACN 101
.,
525 N 12TH ST W~ APPEAL DATE: 11-10-2012
LEMOYNE PA 17043-1245 (See reverse side under Objections)
Anount RenDitted~-
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 ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE ----------------------------
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HATTER KATHRYN EFILE N0 .:21 11-0613 ACN: 101 DATE: 09-11-2012
TAX RETURN WAS: C X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 175,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule 286, 388.22 submit the upper portion
C) C3)
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 39,8 00.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 40,908.26
8. Total Assets c8) 542.097.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 42.064.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14 4,663.51
11. Total Deductions (11) 186,727.61
12. Net Value of Tax Return (12) 355,369.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 355,369.63
NOTE: If an assess~ent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
X07-12-2011 ~ CD014701 799.58
C15) . 00 X
C16) ~ ~~.~69.6~ X
C17) .00 X
c18) .00 X
AMOUNT PAID
00 = .00
045 = 15,991.63
12 = .00
15 = .00
(lv= 15,991.63
TOTAL TAX PAYMENT 18,799.58
BALANCE OF TAX DUE 2,807.95CR
INTEREST AND PEN. .00
TOTAL DUE 2,807.95CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUB
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~(1