HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX
~y r` r.r~r~~f ~~~SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUALa'S~'I;_~ ~ .';', EDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~'r ,~;- ,,
PO BOX 280601 i lit ~.,~ - ,~'~ i~. ~ C
HARRISBURG PA 17128-0601
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49 W ORANGE ST
SHIPPENSBURG PA 17257-1813
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
DATE 11-05-2012
ESTATE OF OTT MARY E
DATE OF DEATH 05-13-2011
FILE NUMBER 21 11-0614
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(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 E~ _ _____
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTT MARY EFILE N0.:21 11-0614 ACN: 101 DATE: It-n~_~n
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) 60, 000.00 NOTE: To en
2.
Stocks and Bonds (Schedule B)
~2)
.Q 0 sure 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) 4 8,7 5 8.6 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
(8) 108.758.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 7.3 7 .11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) $9,235.74
11. Total Deductions X11) 96,606.85
12. Net Value of Tax Return 12
151
78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) X12) ,
.
00
14. Net Value of Estate Subject to Tax C13) .
C14) 12 151.78
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 00 - .00
16. Amount of Line 14 taxable at lineal rate C16) ~ ~ X 04 5 = .0 0
17. Amount of Line 14 at sibling rate (17) _0 D X 12 = .00
18. Amount of Line 14 taxable at collateral rate cl8) 12,151.78 X 15 = 1,822.77
19. Principal Tax Due (19)=
TAX CREDITS: 1,822.77
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-30-2011 CD015416 .00 1,822.77
TOTAL TAX PAYMENT 1,822.77
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 FOR INSTRUCTIONS.