HomeMy WebLinkAbout01-14-13NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIV ISIDN OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF RE VENUE
PO BOX 280601 REV-1547 IX AFP (12-I ZJ
HARRISBURG PA 17128-0601
ZEGO \CCC ". , ;^~ 0 DATE
REC~IvTtr~~ u~T '.-.~~ ESTATE OF BLAKE 2013
ERNEST H
DATE OF DEATH 01-17-2012
I rr~~
~L 1~ v~~ i~I ~~ iL 22 FILE NUMBER 21 12-0088
SETH T MOSEBEY COUNTY CUMBERLAND
10 E HIGH ST CL~;-; \ C~" ACN 101
CARLISLE nn ~ti" r ~~-•-- APPEAL DATE: 03-15-2013
PA 170Y~t'Tu,iS~ ~,~': ~i~3 (See reverse side under Objections)
CUMSERLI;:ai''' ' , '~', 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 (~-.
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLAKE ERNEST HFILE N0.:21 12-0088 ACN:
101 DATE: 01-14-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bontls (SChetlule B) (1) .00 NOTE: To ensure proper
3. Closely Heltl Stock/Partnership Interest (Schedule C) (2) 22'026.14 credit to your accpunt,
(3) 00 submit the upper portion
4. Mort9a9as/Notes Receivable (Schedule D) ~----~ of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (S<hetlula E) (5) 6 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6)-SOU
(7) 6~ 4
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (e) 150.146 6l
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H) C9)- 2; 092 99
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(10)66 27
11. Total Deductions
12. Net Value of Tax Return (11) 24,359.26
13. Charitable/Governmental Bequests; Non-elect
tl 9 (33) 125,787.35
14. Net Value of Estate Subject e
113
to Tax Trusts (Schedule J) 00
NOTE:
If an assessment was
issued previously
line
14 n v 125.787 35
reflect figures that ,
include the tot
l s , 15 and/or 16, 17, 18 and 19 will
ASSESS
MENT OF TAX: a of ALL returns asses sed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) '00 X 00 = .00
17. Amount of Line 14 at Sibling rate (16) )7F.7R7 ;F X 045 = 5,660.43
18.
Amount of Line 14 taxable at
Collateral/Class B (17) -~D X 12 =00
19.
Principal Tax Due rat e (18)
' 00
X 15 `
. 00
TAX CREDITS: (19)= 5,66 43
DATE `~"°°°' ~~'
NUMBER INTEREST/PEN PAID (-J
04-05-2012 CD015800
10-10-2012 CD016623 283.02
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,wuu.uu
2,000.00
TOTAL TAX PAYMENT
10,283.02
tALANCE OF TAX DUE
4,622.59CR
INTEREST AND PEN. .00
T07AL DUE 4,622.59CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), y0U MAV BE DOE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.
iYi ~ii••. "~
' ~ `' ~ pennsylvania
' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
Ernest H. Blake ~""""'°'°"`
2112-0088
REVIEWED BV ACN
Tamika Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of
the suspended item is determined. No action will be taken on the request for refund
until it has been determined that all taxes owed have been paid.
Ixow Paae 1