HomeMy WebLinkAbout11-30-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX ~ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
REV-1547 EX AFP 109-12)
RECORAEI3 0~'F10E 0~'
REGISTER OF ~!~s ;~S
~~12 IOU 30 f~i I ~.~ `~{~
STANLEY A SMITH ESQ CLERK 4~
1 S MARKET SQUARE
PO BOX 1146 4RPHANS~ COURT
HARRISBURG ~e~B~fll~~., ~~
DATE 12-03-2012
ESTATE OF SUTTON ODELL w
DATE OF DEATH 03-01-2012
FILE NUMBER 21 12-0307
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-01-2013
(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 ----~~ RETAIN LOWER PORTION FOR YOUR
-------------------- ------------- RECORDS ~
REV-15 --------------------
47 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEME ----
NT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SUTTON ODELL WFILE N0.:21 12-0307 ACN: 101 DATE: 12-03-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) 11) 150,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) 12) .DD credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) 13) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) 14)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 128,863.83
6. Jointly Owned Property (Schedule F) 16) .00
7. Transfers (Schedule G) 17) .00
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: Ca) _ 278.863.83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) lq) 3 9.0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) 110)- 3.31 5.8
11. Total Deductions 111) 42,348.21
12. Net Value of Tax Return 112) 236,515.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 0 0
14. Net Value of Estate Subject to Tax 113) _ .
114) 236,515.62
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflec t figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate 115) .0 0 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) ~ n X 04 5 = .00
17. Amount of Line 14 at sibling rate 117)_ 7R.8~8_ri4 x 12 = 9,460.62
18. Amount of Line 14 taxable at collateral rate 118) 157, 677.08 X 15 = 23, 651
56
19. Principal Tax Due .
TAX CREDITS: 119)= 33,112.18
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-23-2012 (0016012 1,655.61 34,020.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 35,675.61
BALANCE OF TAX DUE 2,563.43CR
INTEREST AND PEN. .DO
TOTAL DUE 2,563.43CR
IF TOTAL DUE IS REFLECTED AS A CREDIT 1CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~j)