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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
j'~ DATE 12-17-2012
RI .=.b" _ ESTATE OF MARTINEZ-VIDAL ENRIQUE J
DATE OF DEATH 03-23-2012
21 F_ FILE NUMBER 21 12-0389
COUNTY CUMBERLAND
THOMAS E FLOWER ~ ACN 101
10 W HIGH ST CLG~~`~ ` APPEAL DATE: 02-15-2013
P
CARLISLE P A 0 I '
01 ~ 2`2" (See reverse side under Objections)
CUMBERLANDAmount 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- 4 -
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTINEZ-VIDAL ENRIQUE JFILE NO.:21 12-0389 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 222,400.00 NOTE: To ensure proper
.00 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) 4,878.49
6. Jointly Owned Property (Schedule F) (6) 3,550.90
7. Transfers (Schedule G) (7) 400, 149.53
8. Total Assets (8) 630,978.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,986, 19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 111,860.38
11. Total Deductions C11) 160,846.57
12. Net Value of Tax Return (12) 470, 132.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00.
14. Net Value of Estate Subject to Tax (14) 470,132.35
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 C15) 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 47n,132.35 X 045 = 21,155.96
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)= 21,155.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-22-2012 CDO16160 1,052.63 20,000.00
09-12-2012 CDO16492 .00 125.96
TOTAL TAX PAYMENT 21,178.59
BALANCE OF TAX DUE 22.63CR
INTEREST AND PEN. .00
TOTAL DUE 22.63CR t
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.