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HomeMy WebLinkAbout12-21-12 NOTICE OF INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES REC0 ;'ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION -rFJk1L~TI NS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12) PO BOX 280601 R HARRISBURG PA 17128-0601 n C ? CEC 21 [ )o DATE 12-17-2012 ESTATE OF MARKEL RUTH R C LE ~K C DATE OF DEATH 01-01-2012 0RP HA NS)' i', j~ FILE NUMBER 21 12-0104 C~lIBERL, COUNTY CUMBERLAND HAROLD S IRWIN 7 Y!' Ar% D' ACN 101 64 S PITT ST APPEAL DATE: 02-15-2013 CARLISLE PA 17013-3220 (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- E- REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MARKEL RUTH RFILE NO.:21 12-0104 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) 35,000. 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) 346.67 6. Jointly Owned Property (Schedule F) (6) 00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 35, 346.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,3 0 5.18 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,765. 81 11. Total Deductions C11) 33, 070.99 12. Net Value of Tax Return (12) 2,275.68 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 2,275.68 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) 2.275.68 X 045 = 102.41 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 102.41 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 09-20-2012 CDO16525 .00 102.41 TOTAL TAX PAYMENT 102.41 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" CCR), YOU MAY BE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.