HomeMy WebLinkAbout10-26-12NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF IND1vIDUA ;,~ Q SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIMS IO ._ di [~~ 1/! ~t1l~EDDCTIDN$ AND ASSESSMENT OF TAX DEPARTMENT OF REVEN UE
PO BOX 288601 [ '~- REV-1547 E% AFP (09-12)
HARRISBURG PA 17128-0601 Gi•':+i~l^ D~'' J:: ~~'~~~ ~ C
?~! 2 OCT 26 Af9 I I ~ 36
JOHN B FO~ywµ;~~J,'\[ ~ ~ (:GJhT
MARTSON L;dDI~'"~r~~D CO.. PA
10 E HIGH ST
CARLISLE PA 17013-3093
DATE lo-zz-zolz
ESTATE OF CLINE LLOYD M
DATE OF DEATH 04-28-2012
FILE NUMBER 21 12-0541
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-21-2012
(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 REC O
RDS
~
_
t
REV-1547 EX AFP I12-11) NOTICE OF INHERITANCE TAX APPRAISEMEN7
ALLOWANC
-'---------'-----
E OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS ,
MENT OF TAX
ESTATE OF: CLINE LLOYD MFILE N0.:21 12-0541 ACN
: 101 DATE: 10-22-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sehetlule A) (1) 76,450.00
2. Stocks antl Bon tls (Schedule B7
(2)
124
893
18 NOTE: To ensure proper
cr
tlit
3. Closely Hald Stock/Partnership Interest (SChetlule C7 (37 ,
.
.00 e
to your account,
5ubmlt the upper portion
4. Mortgages/Notes Receivable (Schedule D)
00 of this form with your
(4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) •
110,495.87 tax payment.
6. JoSntly Owned Property (Schedule F) (6) 64,520.37
7. Transfers (Schedule G) 70
903
94
(77
8. Total Assets ,
.
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 447. 6 6
9. Funeral Expenses/Adm. Costs/Misc. Expenses (SChetlule H) T6
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) .178 00
(10) 316. ~1
11. Total Deductions
12. Net Value of lax Return (117 26,494.31
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (S<hetlul (12)
J 420,769.05
e
14. Net Value of Estate Subject to Tax )
(13) -00
(147 420.769 05
NOTE: If an assessment was issued previously, Lines 14. 15, 16
17
18
reflect figures that include the total of
ll ,
, and/or 19 will
a
returns
ASSESSMENT DF TAX: assessed to date.
15. Amount of Line 14 at spousal rate
16. Amount of
Line
14
taxable at
lineal rate (157
6 .00 7( 00 =
.00
17. Amount of
Line
14
at sibling
race n w 90.764 nF x 045 = 18,934.61
18. Amount of
LSne
14
taxable at
collateral rate (17) -OD
X -
12
.00
19. PrfncSpal
Tax Due (187 .00 x 15 = .00
TAX CREDITS: (19)= 18,934.61
PAYMENT
DATE
07-20-2012 RECEIPT
NUMBER
CD016282 DISCOUNT
INTEREST/PEN (+7
PAID
946.
(-)
73
AMOUNT PAID
17,987.88
x IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 18,934.61
BALANCE OF TAX DUE .DO
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `P