HomeMy WebLinkAbout11-13-12C N TICE OF INHERITANCE TAX
~~V~~'!(a~`~I NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL raxESrr-L,~,.,, ~ OF_ CTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION t-',,.- ~.~j,'_; j.y, ? `4.
PO BOX 280601 ~ '~ •~-•'J
HARRISBURG PA 17128-0601
L~,~~~~~ 13 PSI 1~ IO
QCi~"`t`~,~i~.' J vt..~tJt1
MATTHEW A MC~~~''~~~ ~~~• PA
60 W POMFRET ST
CARLISLE PA 17013-3243
~ pennsyLvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
DATE 11-05-2012
ESTATE OF SPERTZEL ANNA B
DATE OF DEATH 06-12-2012
FILE NUMBER 21 12-0886
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(See reverse side under Objections)
Asount Reoitted
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 t-- _
-------------------- -------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPERTZEL ANNA BFILE N0.:21 12-0886 ACN: 101 DATE: 11-n~-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
2.
Stod~s and Bonds (Schedule B)
C2)
,QO NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •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) 10,120.79
6. Jointly Owned Property (Schedule F) CG) .00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
C8) 10 , 0
79
APPROV ED DEDUCTIONS AND EXEMPTIONS: .
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 2,6 7 9.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 2, 679.07
12. Net Value of Tax Return 7
441
72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) ,
.
00
14. Net Value of Estate Subject to Tax (13) .
C14) 7,441.72
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 C15) .00 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate C16) 7.6 41 77 X 045 = 334.88
17. Amount of Line 14 at sibling rate (17) ~~ X 12 =
18 .0 0
. Amount of Line 14 taxable at collateral rate C18) 00 X 15 =
19. Principal Tax Due . .0 D
TAX CREDITS: c19)= 334.88
PAYMENT RECEIPT DISCOUNT C+)
DATE
08-13-2012 NUMBER
CD016379 INTEREST/PEN PAID C-)
16.74 AMOUNT PAID
318.14
TOTAL TAX PAYMENT 334.88
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. „(~