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
HARRISBURG PA 17128-0601
RECOR 1).:.`w_7 a. DATE 12-17-2012
RE-Ci ESTATE OF OAKES CURTIS P
DATE OF DEATH 07-01-2012
L Ll irl 1! FILE NUMBER 21 12-0893
COUNTY CUMBERLAND
MARCUS A MCKNIGHT III r r, i~ ACN 101
60 W POMFRET ST APPEAL DATE: 02-15-2013
CARLISLE P A~ (See reverse side under Objections)
CUMBERLAND CO., PA 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: OAKES CURTIS PFILE NO.:21 12-0893 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) Cl) 81000 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
.
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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 172, 000.00
8. Total Assets (8) 180,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,068, 50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 60. 71
11. Total Deductions (11) 4,129.21
12. Net Value of Tax Return (12) 175, 870.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 175,870.79
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) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 175,87n.79 X 045 = 7,914.19
17. Amount of Line 14 at Sibling rate (17) . n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = 00
19. Principal Tax Due (19)= 7,914.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
09-19-2012 CDO16513 395.71 7,518.48
TOTAL TAX PAYMENT 7,914.19
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
i'