HomeMy WebLinkAbout11-30-12NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION RECO~D~~~~~~~0'~'~D ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 v ~ REV-1547 EX AFP C09-12)
HARRISBURG PA 1 7128-0 60 1 REGISTER OF WILLS
~C12 iv0i! 30 Aid lI ~1
CLERK OF
JOHN S DAVIDSON 4RPNANS' COURT
320 W CHOCOLATE AV~u~'~-ERLAhlD CO., PA
PO BOX 437
HERSHEY PA 17033-0437
DATE 11-26-2012
ESTATE OF MYERS PEGGY Y
DATE OF DEATH 08-27-2011
FILE NUMBER 21 11-0994
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2013
(See reverse side under Objections)
Amount Reuitted
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
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
___________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS PEGGY YFILE N0.:21 11-0994 ACN: 101 DATE: 11-26-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) (2) .
3,4 84.8 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) C4)
.0 0 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
2 5,915.17 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 57,596.57
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 86.996. 4
9. Funeral Expenses/Adm. Costs/Misc_ Expenses [Schedule H) (9)__ 10.9 29.4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)- 2 8.0 ~ 7.0 4
11. Total Deductions
(11) 38,986.46
12. Net Value of Tax Return 48
010
08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12)
J) ,
.
0 0
14.
Net Value of Estate Subject to Tax C13) .
(14) 48,010.08
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 48 . n i n nt3 x 045 = 2,160
45
17. Amount of Line 14 at sibling rate C17) n n X 12 = .
18. Amount of
Line 14 taxable at
collateral rate
C18) _
00 x
15 = .0 0
19. Principal
Tax Due . .00
TAX CREDITS: (19)=
2,1b0.45
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-22-2012 CD016419 00
. 2,160.45
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-23-2012 TOTAL TAX PAYMENT 2,160.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. 15.41
TOTAL DUE 15.41
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.