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NOTICE OF INHERITANCE TAX } pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
BOX 280601
R E C O ~ ~ r~ ~ ,
HARRISBURG RG P PA 17128-0601 s
RE • F-+ ~ri' DATE 12-24-2012
ESTATE OF MCCARTER JULIA C
r t`{^' DATE OF DEATH 01-09-2012
FILE NUMBER 21 12-0079
COUNTY CUMBERLAND
C L 6..i1't~ +
HUBERT X GILROY ESOO R ~r ACN 101
10 E HIGH STt ,A,vS td'n APPEAL DATE: 02-22-2013
CAR L I S L E W M (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV 1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCARTER JULIA CFILE NO.:21 12-0079 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ] CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 142,242.83 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,259.17
6. Jointly Owned Property (Schedule F) C6) 90, 000.00
7. Transfers (Schedule G) (7) 7,820.97
8. Total Assets c8) 259,322.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 23,661.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 68,882.37
11. Total Deductions (11) 92,544.16
12. Net Value of Tax Return (12) 166,778.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 166, 778.81
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 returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 166.778.81 x 045 = 7,505.05
17. Amount of Line 14 at Sibling rate (17) -(I0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,505.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-28-2012 CDO16435 .00 7,505.05
TOTAL TAX PAYMENT 7,505.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.