HomeMy WebLinkAbout10-26-12NOTICE OF INHERITANCE TAX ~ pennsylvania
nri~~r.l~ ~~q~A~~[ ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~,)`~~~t ~)l/ trN UCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TA% DIVISION p
PD BOX 280601 rl~~liJl~~:,-.,, '~ iii ~~~ ~C REV-1547 EX AFP (094D
HARRISBURG PA 17128-0601
~~110CT 26 AM I I ~ 3b
.;L'L;
ORPHAPJ> COURT
WANDA L GAUp~gFRI.AND CO., PA
313 SYLVAN ST
MARYSVILLE PA 17053-1638
DATE 10-22-2012
ESTATE OF 80WERS MARIE E
DATE OF DEATH 05-16-2011
FILE NUMBER 21 11-0630
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-21-2012
(See reverse side under Objections)
Amount Reoitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---
'------------------- - 1 RETAIN
--'--'--' LOWER PORTION FOR YOUR REC D
RDS (--~
--
REV-1547 EX AFP (12-11) ---'-'--'--
NOTICE OF INHERITANCE TAX _
-
APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWERS MARIE EFILE N0.:21 11-0630 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 (Schedule A)
2. Stocks and Bontls (Schedule B)
3. Closely Held Stock/Partnership Interest (Schetlule C)
4. Mprigages/Notes Receivable (Schetlule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schetlule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schetlule I)
n) .00
(z) .00
(3) .00
(a) .00
I5) 357.00
(s) .00
(7) 113,500.00
NOTE: To ensure proper
ere dit to your account,
submit the Upper portion
of this form with your
ta% payment.
(e) 113.857.00
Ig)_ 96 00
(lo)- 39 0 00
11. Total Deductions
12. Nei Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Sub1e<t to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate
16. Amount of Line 14 Taxable at lineal rate
17. Amount of Line 14 aY sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
(11) 40,182.00
(lz) 73,675.00
(13) 00
(14) 73.675.00
Lines 14. 15, 16, 17, 18 and/or 19 will
of all returns assessed to date.
(15) .00 x
(16) 7 ;.A7r, nn X
(17) nn X
(ls) .00 x
00 = .00
045 = 3,315.38
12 = .00
15 = .00
(19)= 3,315.38
PAYMENT RECEIPT DISCOUNT (+)
DATE
07-18-2012 NUMBER
CD016269 INTEREST/PEN PAID (-)
41.59- AMOUNT PAID
3,357.51
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,315.92
BALANCE OF TAX DUE .54CR
INTEREST AND PEN. ,00
T07AL DUE .54CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), VOU MAY BE DUE ~~-
A REFUND. SEE REVERSE SIDE FDR INSTRUCTIONS.