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HomeMy WebLinkAbout10-09-12 NOTICE OF INHERITANCE TAX pennsytvarna BUREAU OF INDIVIDUAL raxESLt r),~.p~'~r((NT, ALLOWANCE OR DISALLOWANCE •7 INHERITANCE TAX DIVISION Df iDE CTIONS AND ASSESSMENT OF TAX HA DEPARTMENT OF REVENUE BOX 280601 j! lF,,`J L ` REV-1547 EX AFP (12-11) HARRISBURG PA 17128-0601 OCT -9 Phi 3: 33 DATE 10-01-2012 ESTATE OF ADAMS ELSIE P DATE OF DEATH 12-09-2011 Q~i,l~'v FILE NUMBER 21 12-0101 JAN M WILEY CUMBERLMD CO. pq COUNTY CUMBERLAND D3 IN BALTIMORE ST ACN 101 DIN LLSBU BBL G APPEAL DATE: 11-30-2012 PA 17019-1287 (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 POR_TION_ FOR YOUR RECORDS F--- - - REV 1547 REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR - - - - - - - DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ADAMS ELSIE PFILE NO.: 21 12-0101 ACN: 101 DATE: 10-01-2012 TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) C1) .00 NOTE: To ensure proper 3. Closely Held Stock/Partnership Interest (Schedule C) C2) .00 credit to your account, (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) of this form with (4) your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 83,697.04 tax payment. 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (77) . 69,515. 69,515.37 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 153.212 41 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,946.59 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11, 265 27 11. Total Deductions 12. Net Value of Tax Return (11) 36,211.86 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 117,000.55 14. Net Value of Estate Subject to Tax (13) .00 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 (15) '00 X 00 = .00 17. Amount of Line 14 at Sibling rate (16)_ 1 ] 7 000 ~,r, x 045 = 5,265.02 (17)_ n X 12 = 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 19. Principal Tax Due 00 X 15 = .00 TAX CREDITS: c19)= 5,265.02 PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID AMOUNT PAID 06-28-2012 CDO16202 .00 5,265.02 TOTAL TAX PAYMENT 5,265.02 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.