HomeMy WebLinkAbout01-07-13 (2)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 IX AFP (lz-IZ)
PO BOX 280601
HARRISBURG PA 17128-0601
REGGRD~~ ~~-~~~ ~ ~'~
DATE 12-31-2012
REGI.~7 i ~ ~ ~' '.'~ ~ °~ ESTATE OF SHUEY BETTY L
~ DATE OF DEATH 12-29-2011
(.U1~ ,ili~ ~ ~I } ~ ~~ FILE NUMBER 21 12-0253
COUNTY CUMBERLAND
WILLIAM R KAUFMAN ESQ GLEP~C (f `= ACN 101
STE B ORPHANS, ~~~~~ APPEAL DATE: 03-01-2013
9 4 0 C E N T U R Y D R (See reverse side under Objections )
MECHANICSBURG PA 1~ ~ ~ ~~`~'
~~ ~~`'' Amount Remitted
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 ~
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REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUEY BETTY LFILE N0.:21 12-0253 ACN: 101 DATE: 12-31-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 75, 000.00 NOTE: To ensure proper
2. Stocks and Sonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .~~ 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) 2,b2 3.91
6. Jointly Owned Property (Schedule F) (6) 8, 038.80
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 85.662.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 17.6 75.0 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 12,327.06
11. Total Deductions C11) 30,002.11
12. Net Value of Tax Return (12) 55,660.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 55,660.60
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~F:.660.60 X 045 = 2,504.73
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal rax Due (19)= 2,504.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-26-2012 CD016579 .00 2,504.73
TOTAL TAX PAYMENT 2,504.73
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.