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HomeMy WebLinkAbout01-07-13BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 THOMAS E FLOWER 10 W HIGH ST CARLISLE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REGIS i ~.~ C~ :.:~~.__~ ~G13 ~~~! ? F'i~ ~ 39 ©©pp C LAAE{{~~~SSK 0 PA lY0'~~2922 ~'~~~~ G;t~-M$ERLAND CO., PA ~ pennsyLvania DEPARTMENT OF REVENUE REV-1547 IX AFP C12-12) DATE 12-31-2012 ESTATE OF HARTZELL DALE 0 DATE OF DEATH 07-19-2012 FILE NUMBER 21 12-0834 COUNTY CUMBERLAND ACN 101 APPEAL DATE: D3-O1-2013 (See reverse side under Objections ) AB~ount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE '--) RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------------------------------------------------------- REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE 0F: HARTZELL DALE OFILE N0.:21 12-0834 ACN: 101 ----------------- OR DATE: 12-31-2012 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 154, 000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 614,669.96 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •D 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 128,813.51 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 s. Total assets (s) 897,483.47 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 4 0.75 9.55 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 11. Total Deductions C11) 40,759.55 12. Net Value of Tax Return C12) 856,723.92 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 856,723.92 NOTE: If an assess~ent 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) R56.72~.9? X 045 = 38,552.58 17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00 19. Principal Tax Due (19)= 38,552.58 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-03-2012 CD016590 1,927.63 36,625.00 TOTAL TAX PAYMENT 38,552.63 BALANCE OF TAX DUE .05CR INTEREST AND PEN. .00 TOTAL DUE .05CR * 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.