HomeMy WebLinkAbout01-07-13NOTICE 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 C12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECd~~~~ rt~''~` ~~
~E~~S~~~ ` ~` .+L€ {Di! TE 12-31-2012
TATE OF YOCUM ROSE A
~~~~ J~~~ ~ ~, # ~ ~~E NUMBERTH 21-11- 0862
COUNTY CUMBERLAND
JOEL R ZULLINGER CLERK ~~ ACN 101
STE 200 Q~{p~A~ JCS ~~tat~- APPEAL DATE: 03-01-2013
14 N MAIN ST GUMBERLAt~ D ~ ~,, ;~~~ (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 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: YOCUM ROSE AFILE N0.:21 11-0862 ACN: 101 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) C1) 54,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,8 2 9.37
6. Jointly Owned Property (Schedule F) (6) 40,303.77
7. Transfers (Schedule G) C7) .00
8. 7ota1 Assets C8) 99.633.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 19,994.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 82.5 5
11 . Total Deductions (11) 21 , 277 , 22
12. Net Value of Tax Return C1P) 78,355.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ 78,355.92
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 0 0 - .DO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 78.~F~.9 x 045 = 3,526.02
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 3,526.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-30-2011 CD015024 176.30 4,275.00
TOTAL TAX PAYMENT 4,451.30
BALANCE OF TAX DUE 925.28CR
INTEREST AND PEN. .00
TOTAL DUE 925.28CR
~ 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.