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 28001
HARRIISBURG6PA 17128-0601 RE00RL€ OF
REGIS ` 0' DATE 12-17-2012
i'r , ESTATE OF DUNN RUTH J
F
I-~-' DATE OF DEATH 06-03-2012
FILE NUMBER 21 12-0696
t+~.. ~
ir.. COUNTY CUMBERLAND
AARON C JACKSON K,a N' S' VC 'D' ACN 101
STE 200 y~ APPEAL DATE: 02-15-2013
S
2 L E M 0 Y N E DR CUM R( See reverse side under Objections)
LEMOYNE PA 17043-1222 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: DUNN RUTH JFILE NO.:21 12-0696 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 23,582.40 NOTE: To ensure proper
2. Stocks and Bonds CSchedule 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) C5) 310,980.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 334,562.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22, 96 6.8 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,324. 84
11. Total Deductions (11) 26,291.69
12. Net Value of Tax Return (12) 308,270.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 354 , 421 .75
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) 3-54,421 . 75 X 045 = 15, 948.98
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) .00 X 15 = .00
19. Principal Tax Due C19)= 15,948.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-29-2012 CDO16444 654.23 12,430.42
08-29-2012 CDO16447 103.84 1,972.95
09-18-2012 CDO16515 .00 787.54
TOTAL TAX PAYMENT 15,948.98
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.