HomeMy WebLinkAbout11-26-12NOTICE OF INHERITANCE TAX
r.~ ` ;~APPRAISEM~TIh~~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~-' ~ DE~U~T~ONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r_.~ - ~ ~ °_ ~ . ,
PO BOX 280601 _ _ ,.
HARRISBURG PA 17128-0601
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ROGER M MORGENTI~A-~R~~ES~ t`:~; ' ~' ',
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4431 N FRONT ST
HARRISBURG PA 17110-1778
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DEPARTMENT OF REVENUE
~~~~ REV-1547 EX AFP (09-12)
DATE 11-20-2012
ESTATE OF REAN MARGARET D
DATE OF DEATH 10-26-2010
FILE NUMBER 21 12-0221
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
(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----- ~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REAN MARGARET DFILE N0.:21 12-0221 ACN: 101 _
OR
DATE: 11-20-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 64, 950.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets CS) 64 , 950.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 5,8 94.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) X 10) 55,989.57
11. Total Deductions tll) 81,883.57
12. Net Value of Tax Return X12) 16,933.57-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ( Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 1b,933.57-
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) -~ ~ x 0 4 5 = .0 0
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19) = .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 4
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ,~~;
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~ ~