HomeMy WebLinkAbout12-21-12
NOTICE OF INHERITANCE TAX L pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
?
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 0 rst ( OF
't`« DATE 12-17-2012
ESTATE OF BRUNDZO EVELYN
C DATE OF DEATH 10-15-2011
FILE NUMBER 21 11-1289
COUNTY CUMBERLAND
JERRY A WEIGLE ESQ CLI-- ` K, C-1 ".7 ACN 101
126 E KING ST 0R HrA SI C t. APPEAL DATE: 02-15-2013
S H I P P E N S B U R G T16 R IR T_ tN-? 6C A (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
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRUNDZO EVELYN FILE NO.:21 11-1289 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 58, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 24,292.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 82, 292.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,450.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,344.92
11. Total Deductions (11) 27,795.61
12. Net Value of Tax Return (12) 54,497. 02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 54,497.02
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) 54.497. 02 X 045 = 2,452.37
17. Amount of Line 14 at Sibling rate C17) .01), X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,452.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-21-2012 CDO16531 .00 2,452.37
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-22-2012 TOTAL TAX PAYMENT 2,452.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. 13.67
TOTAL DUE 13.67
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.