HomeMy WebLinkAbout11-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRISBURG PA 17128-0681
PAUL PLOVISH
72 W 5TH AVE
EVERETT
NOTICE OF INHERITANCE TAX ~ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND -ASSESSMENT OF TAX DEPARTMENT OF REVENUE
REY-1547 EX AFP (09-12)
RECORDED CFFfCE QF~
REGISTER OF ~' ILLS
C~12 (SOU 30 fl~ li ~~
CLERK QF
ORPHANS' COURT
P~I~~I~R~I~D CO., PA
DATE 12-03-2012
ESTATE OF UMBERGER PAULINE
DATE OF DEATH 05-22-2012
FILE NUMBER 21 12-0647
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-01-2013
(See reverse side under Objections)
Amount Reoitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6_ THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ 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: UMBERGER PAULINE FILE N0.:21 12-0647 ACN: 101 DATE: 19-n~-~nl~
TAX RETURN WAS: C 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)
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)
C1) .0 0 NOTE: To ensure proper
c2) 64,411.00 credit to your account,
C3) .00 submit the upper portion
00 of this form with your
(4) • tax payment.
c5) 7,462.00
c6) 16,610.00
c7) 22,630.00
cs) 1 1 . 1 . 00
c9)__ 9,31_0.00
cl0) 87 .00
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts cSchedule J)
14. Net Value of Estate Subject to Tax
c11) 10, 185.00
c12) 100,928.00
n3) • 00
c14) 100 , 928.00
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 C15) .00 x 00 - .0 0
16. Amount of Line 14 taxable at lineal rate c16) 1nn.99R 011 x 045 = 4,542.00
17. Amount of Line 14 at sibling rate (17) -n 0 X 12 =
1 .0 0
8. Amount of Line 14 taxable at collateral rate (18) 0 0 X 15 =
19. Principal Tax Due . .0 0
TAX CREDITS: c19)= 4,542.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT c+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-27-2012 CD016427 .00 4,542.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 4,542.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~J~/