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NOTICE OF INHERITANCE TAX pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE r 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
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r. ' DATE 12-17-2012
REG , i`0 J `s' 3 ESTATE OF ERTEL SHIRLEY M
f,,~j , t. 0 ~ DATE OF DEATH 09-12-2010
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21 F v FILE NUMBER 21 10-1164
COUNTY CUMBERLAND
ELYSE E ROGERS ESQ CLE7 `z A ACN 101
STE 400 ORP' A APPEAL DATE: 02-15-2013 Mr, 632 NORTH 12TH ti U (See reverse side under Objections)
LEMOYNE t~A IBS 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- REV 1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERTEL SHIRLEY MFILE NO.:21 10-1164 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 02
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) .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) 8,572.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 99, 082.93
8. Total Assets (8) 107,655.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,061.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 1,061.99
12. Net Value of Tax Return (12) 106,593.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,692,620.98
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) 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,692,620-98 x 045 = 76,167.95
17. Amount of Line 14 at Sibling rate (17) -001 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due (19)= 76, 167.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-08-2010 CDO13754 3,171.05 60,250.00
06-03-2011 CDO14539 .00 6,960.91
08-28-2012 CDO16441 .00 989.37
09-20-2012 CDO16537 .09- 4,796.71
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-21-2012 TOTAL TAX PAYMENT 76,167.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. 219.14
TOTAL DUE 219.14
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.