HomeMy WebLinkAbout11-26-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06D1
AMY M MOYA
5011 LOCUST LN
HARRISBURG
~,r ;'`'~~~'.NflTI~I~~°tD~~')~NHERITANCE TAX
A'I~P~Ri4T~SEMENI', ~AL~LOWANCE OR DISALLOWANCE
~'f. DEDUCTI01~~ ~pND ASSESSMENT OF TAX
CUT ALONG THIS-LINE----- ---~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUTHER MATILDA MFILE N0.:21 12-0051 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
,i ~ Pennsylvania
DEPARTMENT OF REVENUE
~~ ~~~~ REV-1547 IX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 10,85b,450.69
c9) 185 , 742.56
clo) 37,348.71
11 . Total Deductions C11) 223, 091.27
12. Net Value of Tax Return X12) 10, 633, 359.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 10 , 633, 359.42
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 t15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) - - ~~ x 045 = . 00
17. Amount of Line 14 at sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) 10 , 633, 359.42 X 15 = 1 , 595, 003.91
19. Principal Tax Due C19 )= 1 , 595, 003.91
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-03-2012 CD015545 79,750.20 1,518,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
cl) .00
c2) . 0 0
c3) .00
c4) .00
c5) 34, b28 .41
c6) 141 , 889.81
c7) 10,679,932.47
"~ ~' ~',~ ,b.,. ' ~ ' `? ; DATE 11-20-2012
ESTATE OF LUTHER MATILDA M
DATE OF DEATH 11-14-2011
-; -
~~~ ~~~ 'a ~:~ ~ FILE NUMBER 21 12-0051
l.ra~ ' ,` -_-"~f` ;~ .~'.'.. '~''H COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
P A 1710 9- 4 5 2 2 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 1,597,750.20
BALANCE OF TAX DUE 2,746.29CR
INTEREST AND PEN. .00
TOTAL DUE 2,746.29CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~~