HomeMy WebLinkAbout12-17-12NOTICE OF INHERITANCE TAX
BUREAU of INn1vIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280681
HARRISBURG PA 17128-0601
RECORO'0 OFFICt OF
REGISTER OF'~'!i.[.S
":2 CEC 17 Ail ii `~8
RICHARD C SNELBAKER CLERK 0~
44 W MAIN ST ORPHANS' COURT
PO BOX 318
MECHANICSBURG P/G~aRLANO CO., ?A
~ Pennsylvania
DEPARTMENT OF REVEN UE
REV-1547 Ex AFP (12-1D
DATE 12-17-2012
ESTATE OF LIDDICK ROBERT A
DATE OF DEATH 06-15-2011
FILE NUMBER 21 11-0724
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2013
(See reverse side under Objections)
Amount Reeitted
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-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIDDICK ROBERT AFILE N0.:21 11-0724 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 433,065.66 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partners hfp Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D7 C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 115,971.06
6. Jointly Owned Property (Schedule F) (6) 68.20
7. Transfers (Schedule G) (7) 5,807.92
8. Total Assets (87 554.912.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 209.627.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 151.212.24
11. Total Deductions (11) 360,840.03
12. Net Value of Tax Return (127 194,072.81
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (137 .00
14. Net Value of Estate Subject to Tax (14) 194.072.$1
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL return s assessed to date.
ASSESSMENT OF TAX:
15. Amounk of Line 14 at Spousal rate (157 .00 7( 00 - .00
16. Amounk of Line 14 taxable at Lineal/Class A race (16) 1 9G.072.R1 X 045 = 8,733.28
17. Amount of Line 14 at Sibling rate (17). -OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 7( 15 - .00
19. Principal Tax Oue (19)= 8,733.28
TAX CREDITS:
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT (+7
INTEREST/PEN PAID (-) AMOUNT PAID
09-15-2011 CD014969 263.16 5,000.00
09-15-2011 CD014968 157.89 3,000.00
09-20-2012 CD016526 4.84- 354.60
12-10-2012 REFUND .00 37.53-
TOTAL TAX PAYMENT 8,733.28
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" (CR), YOU MAY BE UE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRU CTIONS.~hi
}'~, ~ ; pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 260601
Robert Arthur Liddick
2111-0724
Joseph Collins ~ ~ 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 The item has been removed from the return as it was previously
under ACN 11142846.
INHERITANCE TAX
EXPLANATION
OF CHANGES
on
ROw Paae 1