HomeMy WebLinkAbout09-24-12~__ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~ OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~! ~ I~ -~y~$~ LAND ASSESSMENT OF TAX
PO BOX 260601 ~~~~.,~~''~1~` REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
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5845 S WHEELOCK RD
WEST MILTON OH 45383-8774
DATE 09-17-2012
ESTATE OF BAKER DARYL E
DATE OF DEATH 03-25-2012
FILE NUMBER 21 12-0395
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(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 -------) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _________
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAKER DARYL__ EFILE N0.:21 12-0395 ACN: lnl DATE. no-17_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
C2)
,QO nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,944.00
6. Jointly Owned Property (Schedule F) (() .00
7. Transfers (Schedule G) (7) 86,693.57
8. Total Assets (8) _ 104.637.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (g) S 67. b
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14 711.66
11. Total Deductions (11) 15,578.92
12. Net Value of Tax Return (1P) 89,058.65
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 89,058.65
NOTE: If an assessment was issued previously, li nes 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) _[]0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 89, 058.65 X 15 - 13, 358.80
19. Principal Tax Due (19)= 13,358.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-08-2012 CD016077 667.94 12,690.86
TOTAL TAX PAYMENT 13,358.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
-FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.