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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
l~ ~;f DATE 12-17-2012
ii
a OF S ESTATE OF HARDING JUVENELIA S
DATE OF DEATH 05-06-2005
FILE 21 05-0272
OUNTYUMBER CUMBERLAND
f DIE-110 21 R 12 119 C
ROBERT G FREY ACN 101
5 S HANOVER ST CLERK APPEAL DATE: 02-15-2013
CARLISLE ® W A 36 R (See reverse side under Objections)
CUMBERLAND CO., PA Amount Remittedi 7771
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- REV 1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARDING JUVENELIA SFILE NO.:21 05-0272 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,302. 00 credit to your account,
. 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) C5) .00
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 1 , 302.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 820. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 820.00
12. Net Value of Tax Return (12) 482.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 137,782.00
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) 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 136,782.00 x 045 = 6,155.69
17. Amount of Line 14 at Sibling rate (17) .110, X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 1 1000.00 X 15 = 150.00
19. Principal Tax Due (19)= 6,305.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-09-2005 CDO05787 .00 6,284.00
05-29-2012 CDO16034 .00 21.69
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-30-2012 TOTAL TAX PAYMENT 6,305.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.50
TOTAL DUE 7.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.