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HomeMy WebLinkAbout10-09-12 NOTICE OF INHERITANCE TAX Pennsylvania BUREAU OF INDIVIDUAL 1f1E~S:#~ A EMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION } SEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO BOX 280601 RLGII_u REV-1547 EX NT HARRISBURG PA 17128-0601 (12-11) 2N2 OCT _9 Ph 1 ~3 DATE 10-01-2012 ESTATE OF CURRY MARIE P DATE OF DEATH 11-29-2011 FILE NUMBER 21 11-1331 WM D SCHRACCUMBERAND CO„ PA COUNTY CUMBERLAND 124 W HARRISBURG ST ACN 101 DILLS APPEAL DATE: 11-30-2012 B U R G PA 17019-1268 (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 y RETAIN - LOWER PORTION FOR -YOUR-RECORDS--4 - REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: CURRY MARIE PFILE NO.:21 11-1331 ACN: 101 DATE: 10-01-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) NOTE: To ensure 2. Stocks and Bonds (Schedule B) proper (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion . 4. Mortgages/Notes Receivable (Schedule D) of this form with your (4) tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 294,240 .20 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 294,240 20 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15;77.23 10. Debts/Mortgage Liabilities/Liens (Schedule I) (lo) 798.01 11. Total Deductions 12. Net Value of Tax Return (11) 16,375.24 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (IS) 277'$64.96 14. Net Value of Estate Subject to Tax (13) 00 (14) 277864 96 , NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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 16. Amount of Line 14 taxable at Lineal/Class A rate C15) X 00 = .00 (16) 777 .8LC 96 x 045 = 12, 503.92 17. Amount of Line 14 at Sibling rate cln nn x 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due X 15 = . 00 TAX CREDITS: (19)= 12,503.92 PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID AMOUNT PAID 02-22-2012 CDO15622 618.42 06-18-2012 CDO16132 11,750.00 .00 135.50 TOTAL TAX PAYMENT 12,503.92 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 OF THIS FORM FOR INSTRUCTIONS.