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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)
PO BOX 280601
HARRISBURG PA 17128-0601 ~.r.
' DATE 12-24-2012
ESTATE OF TITZEL JAMES B
nrT r, DATE OF DEATH 01-17-2012
FILE NUMBER 21 12-0172
_ COUNTY CUMBERLAND
STEVEN P MINER ESQ..Y a. j. ACN 101
APPEAL DATE: 02-22-2013
635 N 12TH ST 0%
P, A
See reverse side under ObJections
LEMOYNE t~ _417
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- +m
REV EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TITZEL JAMES BFILE NO.:21 12-0172 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) 128, 000.00 NOTE: To ensure proper
2,021.31 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 89,668.84
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 6,921.79
8. Total Assets (8) 226,611.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,673.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,614.94
11. Total Deductions (11) 34,287.96
12. Net Value of Tax Return (12) 192, 323.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 192, 323.98
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 (15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 43,272.90 x 12 = 5,192.75
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 149, 051.08 X 15 = 22, 357.66
19. Principal Tax Due C19)= 27,550.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-10-2012 CDO15826 60.05 1,141.00
04-10-2012 CDO15825 1,210.53 23,000.00
09-25-2012 CDO16549 .00 2,138.83
TOTAL TAX PAYMENT 27,550.41
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 6UE~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.