HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX~I~~nLi ~t-~ ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~,_ ., `~F:; CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-~ ~~ ^~ ~'{ '_~:~
HARRISBURG PA 17128-0601
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WM D SCHRACK Q~~,~,~~~~~ (~,(7., PA
124 W HARRISBURG ST
DILLSBURG PA 17D19-1268
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
DATE 11-05-2012
ESTATE OF RODGERS MARJORIE
DATE OF DEATH 11-15-2011
FILE NUMBER 21 11-1280
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 ALON_6 THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RODGERS MARJORIE FILE N0.:21 11-1280 ACN: 101 DATE: 11_nti_~nl~
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) 164,000.00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
(2)
.0 Q nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
0 0 of this form with your
C4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,75 2.81
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (~) .DO
8. Total Assets
(8) _ 172,752.81
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9) 28.84 0.8 6
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,717,
11. Total Deductions C11) 30,558.09
12. Net Value of Tax Return C1P) 142, 194.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) 00
14. Net Value of Estate Subject to Tax (13) .
142
194
72
(14) ,
.
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 0 0 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) 147. 1 94 77 X 045 = 6, 398.76
17. Amount of Line 14 at sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .0 0
19. Principal Tax Due (19)=
6,398.76
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-07-2012 CD015559 315.79 6,000
00
07-26-2012 CD016321 .00 .
82.97
TOTAL TAX PAYMENT 6,398.76
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.