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 280601
HARRISBURG PA 17128-0601
~~13 ~~~J 7 ~'~ W ~`~
ELYSE E ROGERS ESQ CLE~f~ ~-
STE 400
635 N 12TH ST ORPHANS' C~~~e
LEMOYNE PA (~~Q;t~D ~., PA
~ Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-12)
DATE 12-31-2012
ESTATE OF TOWNER AUSTIN A
DATE OF DEATH O1-Ob-2012
FILE NUMBER 21 12-0042
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-01-2013
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~"-- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOWNER AUSTIN AFILE N0.:21 t2-nn42 acN: InI nerF. ,~_z,_~n,~
TAX RETURN was: c X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 187,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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 3,8 7 3.4 0
6. Jointly Owned Property (Schedule F) (b) .0 0
7. Transfers (schedule G) C7) 1 , 691 , 231 .89
8. Total Assets cs) 1.902,605.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 39.2 3b.8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7.2 99.6 0
11. Total Deductions C11) 46,536.42
12. Net Value of Tax Return C12) 1 , 856, 068.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,856,Ob8.87
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 . S~i6 . 06R . 87 x 045 = 83, 523.10
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due C19)= 83,523.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
04-04-2012 CD015801 4,000.00 76,000.00
10-01-2012 CD016582 .00 3,523.10
TOTAL TAX PAYMENT 83,523.10
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" CCR), YOU MAY BE DU~^
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~/