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HomeMy WebLinkAbout12-21-12 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 RECA?z~" HARRISBURG PA 17128-0601 REM~~ z 0c ~ DATE 12-17-2012 , ~tL ESTATE OF SMITH ALICE C Lu L~ + DATE OF DEATH 04-20-2012 FILE NUMBER 21 12-0494 CLERK `a COUNTY CUMBERLAND HAROLD S IRWIN I@R,PHAN'S- C _ ACN 101 64 S PITT ST B~{{ - APPEAL DATE: 02-15-2013 CARLISLE C u A ~17 013 322 0` (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- 4- REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SMITH ALICE CFILE NO.:21 12-0494 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 CSchedule A) Cl) .00 NOTE: To ensure proper .00 credit to your account, 2. Stocks and Bonds (Schedule B) C2) . submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule 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) 9,042.02 6. Jointly Owned Property (Schedule F) (6) 3,045.03 7. Transfers (Schedule G) (7) .00 8. Total Assets C8) 12, 087.05 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,531, 50 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 160,046.75 11. Total Deductions (11) 170,578.25 12. Net Value of Tax Return (12) 158,491.20- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 158 , 491 .20- 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) 00 X 045 = .00 17. Amount of Line 14 at Sibling rate (17) -0L X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 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" (CR), YOU MAY BE DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.