HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~~~~~,v~~~~, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~F~' ~iTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-lll
PO BOX 260601 {{S~~IC; ~'_ ~'
HARRISBURG PA 17126-0601 ~~`^iti'' '' ~ ~ ~ '-~1~
2~E? 5EP 24 P(~ 1 ~ "a6
ROBERT G FREY Q~~~~ ~ ~d~~tj
5 S HANOVER ST ~~~~~ ~O
CARLISLE PA 17013-3307
DATE 09-24-2012
ESTATE OF LUDT MARGARET G
DATE OF DEATH 10-27-2011
FILE NUMBER 21 11-1216
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _ _______
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUDT MARGARET GFILE N0.:21 11-1216 ACN: 101 DATE: 09-24-~n)~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
C2)
,00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 24,659.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 151,554.00
e. Total Assets (8) 376 213.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 06.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) +692.0 0
il. Total Deductions C11) 22,898.00
12. Net Value of Tax Return C12) 353,315.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax c14) 353,315.00
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 9S.On0.00 X 12 = 3,000.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 328,315.00 X 15 - 49,247.25
19. Principal Tax Due C19)= 52,247.25
TAX CREDITS:
ect~tiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
O1 23 2012 CD015494 2,612.36 49,800.00
TOTAL TAX PAYMENT 52,412.36
BALANCE OF TAX DUE 165.11CR
INTEREST AND PEN. .00
TOTAL DUE 165.11CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.