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 IX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
~EC'~~''~ ~' ~'~~' ~~ DATE 12-31-2012
R£GiS~~~ ~~ "?`~"°~ 5 ESTATE OF ADRAGNA LUCREZIA
~7 DATE OF DEATH 12-27-2010
t~S13 u~~~ ( ~~ v ~~ FILE NUMBER 21 11-0243
COUNTY CUMBERLAND
STEVEN W FAHNESTOCK CPA GL~,~il ~ r ACN 101
1513 CEDAR CLIFF DR u ~ APPEAL DATE: 03-01-2013
CAMP H I L L PA 17 0~ ~p7 T2~ S ~ ~ ~ ~ i (See reverse side under Objections )
C~lBERLAND C~., ~~ Aaount 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: ADRAGNA LUCREZIA FILE N0.:21 11-0243 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) (1) 144,931.82 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) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,33 3.98
6. Jointly Owned Property (Schedule F) (g) 211,935.00
7. Transfers (Schedule G) (7) 181 , 823.60
8. Total Assets (8) 540,024.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 6.201.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 46,201.61
12. Net Value of Tax Return (12) 493,822.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 493.822.79
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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 493.877.79 X 045 = 22,222.03
17. Amount of Line 14 at Sibling rate (17) _[10 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= 22,222.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-26-2011 CD014201 1,052.63 20,000.00
09-26-2012 CD016594 .03- 1,169.43
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-27-2012 TOTAL TAX PAYMENT 22,222,03
BALANCE OF TAX DUE .00
INTEREST AND PEN. 34.97
TOTAL DUE 34.97
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.