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HomeMy WebLinkAbout11-30-12 NOTICE OF INHERITANCE TAX APPRAISEMENT ~ Pennsylvania BUREAU OF INDIVIDUAL TAXES , ALLOWANCE OR DISALLOW ANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF T AX DEPARTMENT OF REVENUE PO BOX 280601 R E C O REV-1547 IX AFP (09-12) HARRISBURG PA 17128-0601 G V R D E D Q~ ~~ G~ C~ ~ S aE6lST~R ~F ~~~L . ,. DATE 11-26-2012 1 ID ~~~L ~~U `~O ft~ ~ T O U MARJORIE E . I . ATE OF DEATH 02 20-2012 C~.ERI( {}~ FILE NUMBER 21 12-0412 LISA MARIE COYNE 3901 ESQ COUNTY QRPNANS coURr ACN CUMBERLAND 101 MARKET ST ~~I~AND C~. CAMP HILL PA 17011- , ~A APPEAL DATE: 01-25-2013 (See reverse side under Objections Amount Re^itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -- y RETAIN LOWER PORTION FOR YOUR ---------------------- ------------- RECORDS ~ ---------- REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE ----------- OR DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX ESTATE OF: HOUCK MARJORIE EFILE N0.:21 12-0412 ACN: 101 DATE: 11-2b-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) 0 0 2. Stocks and Bonds (Schedule B) . QO NOTE: To ensure proper c dit (2) , re 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) • 00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,6 68.5 0 tax payment. 6. Jointly Owned Property (Schedule F) C6) 131 , 829.87 7. Transfers (schedule G) ~7) 82, 961.31 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 0.459 68 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) cy) 1. 98. 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) - 0 11. Total Deductions cll) 13,598.50 12. Net Value of Tax Return 216,861.18 (12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax C13) 0 0 c14) 216,861.18 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that ASSESSMENT OF TAX: include the total of all returns assessed to date. 15. Amount of Line 14 at spousal rate C15) 216,861 18 00 16 Amount of Li . X = .00 . ne 14 taxable at lineal rate (16)- ~ ~ 04 5 = 17. Amount of Line 14 t X .0 0 a sibling rate (17) ~ 0 18. Amount of Line 14 t - X 12 = .0 0 axable at collateral rate cls) 00 x 15 = 19. Principal Tax Due . .00 TAX CREDITS: c19)= . 00 yTneni I RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 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 CCR], YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. - - - - -