HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601
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DAVID P PERKINS ESQ CLERK ~#
ATTORNEY AT LAW
4 JAMES CIR ORPHANS' C4~JRT
SHIPPENSBURG PA Q~~'€~i~NI} CO., P11
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 12-31-2012
ESTATE OF STINE EDGAR V
DATE OF DEATH 01-10-2012
FILE NUMBER 21 12-0100
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-01-2013
(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 ~
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REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STINE EDGAR VFILE N0.:21 12-0100 ACN: 101
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OR
DATE: 12-31-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100,000.00 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) C5) 2 9,7 22.35
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 129 , 722.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H] (g) 16.90 7.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 58,484.34
11. Total Deductions (11) 75,392.00
12. Net Value of Tax Return (12) 54,330.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 54,330.35
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 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 54,330.35 X 15 - 8,149.55
19. Principal Tax Due C19)= 8, 149.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)- AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-11-2012 (0015829 .00 2,500.00
10-04-2012 (0016597 .00 5,649.55
TOTAL TAX PAYMENT 8,149.55
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.
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