HomeMy WebLinkAbout12-07-12
` RECORD ~ 4~~ ~I jT HERITANCE TAX ib
pennsylv
ania
BUREAU OF INDIVIDUAL TAXES EEEfffpltiti aW/ LL&ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 DEC ~ REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601 ~~14 DEC 7 P M 1 05
CLERK O DATE 12-10-2012
ORpHANS,
CC DATE OF R ESTATE OF OVER BERNICE G
DEATH
CUMBERLAND CO., PA FILE NUMBER 21-12-0815
KURT A BLAKE ESQ COUNTY CUMBERLAND
29 E PHILA ST ACN 101
APPEAL DATE: 02-08-2013
YORK PA 17401 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG - THIS - LINE - RETAIN LOWER PORTION 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: OVER BERNICE GFILE NO.:21 12-0815 ACN: 101 DATE: 12-10-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest CSchedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 499, 189.97
6. Jointly Owned Property CSchedule F) (6) 42,230 . 15
7. Transfers (Schedule G) C7) .00
8. Total Assets
(8) 4 4 n 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)2 37 50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,818.58
11. Total Deductions (11) 9,194.08
12. Net Value of Tax Return (12) 532,226.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) 0 0
(13) .
14. Net Value of Estate Subject to Tax (14) 532,226.04
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) 5+32,226 04 X 045 = 23,950.17
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 23, 950.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-30-2012 CD016457 1,197.51 22,795.41
12-03-2012 REFUND .00 42.75-
TOTAL TAX PAYMENT 23,950.17
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.
REV-1470 EX (01-10)-
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG P 7 1
DECEDENT'S NAME
Bernice G. Over FILE NUMBER
2112-0815
REVIEWED BY
Destiny S.R. Brown ACN
101
~TE SCHEDULE EXPL
ANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Page 1