HomeMy WebLinkAbout11-30-12RECORDED 4f~~~PnTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUA A y,, EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIO~~~~E~ 0~ ~~^' UCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
t~12 N01~ 30 Rol ~ `~1
CLERK 0~
ORPHANS' CQURT
SAMUEL L N~gERLAND CC'•P ~A
525 N 12TH ST
LEMOYNE PA 17043-1245
uarE 11-26-2012
ESTATE OF DICK MARY S
DATE OF DEATH 09-26-2011
FILE NUMBER 21 11-1048
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2013
(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 t-
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REV-1547 EX AFP t12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
_____________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DICK MARY SFILE N0.:21 11-1048 ACN: 101 DATE: 11-26-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ] CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B)
C2) 1 , 834, 620.77 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C] (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
c4) • 00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5] 4 6,35 1.2 6 tax payment.
6. Jointly Owned Property (Schedule F) C6) 15,564.14
7. Transfers (Schedule G) C7) 1 , 431 , 708.99
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) _ 3,328, 4 .16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H] (9) 148,1_8 6.74
L0. Debts/Mortgage Liabilities/Liens (Schedule I) 1
2
,0
(10) -
11. Total Deductions
12. Net Value of Tax Return C11) 150, 198.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
C12]
(Schedule J) 3, 178, 046.19
14. Net Value of Estate Subject to Tax
C13) .00
c14] 3, 178, 046.19
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
ASSESSMENT OF TAX: returns assessed to date.
15. Amount of Line 14 at spousal rate C15) 00
00
16. Amount of Line 14 taxable at lineal rate (16) .
X
nn X 04 5 = .0 0
=
17. Amount of Line 14 at sibling rate (17)
nn X 12 .00
=
18. Amount of Line 14 taxable at collateral rate C18] _
3, 178, 046.19 X 15 .0 0
=
476
706
93
19. Principal Tax Due ,
.
TAX CREDITS: C19] =
476,706.93
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-31-2011 CD015145
07-11-2012
CD016239 18,421.05 350,D00.00
.00 108,285.88
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-12-2012 TOTAL TAX PAYMENT
476,706.93
BALANCE OF TAX DUE .OD
INTEREST AND PEN. 133.19
TOTAL DUE 133.19
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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