HomeMy WebLinkAbout01-07-13
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 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECOR~~~ ~~;~'~`~. CF
REGlS t ~,~ ~~' `, .' _„_~ DATE 01-07-2013
ESTATE OF LEWIS DELIA A
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r}DATE OF DEATH 05-02-2012
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( FILE NUMBER 21 12-07D8
COUNTY CUMBERLAND
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LIAM DOUGLAS
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ACN 101
DOUGLAS LAW OFFICE Q~~~A~S' Cv~v~ APPEAL DATE: 03-0 8-2013
4 3 W SOUTH S T CU M g E R L A !~ ~ ~` =~ '~ A° (See reverse side under Objections )
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CARLISLE PA 17013-3432 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS Ems'
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REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ___________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEWIS DELIA AFILE N0.:21 12-0708 ACN: 101 DATE: 01-07-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 667,775.51 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 3 0,5 29.28
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 698,304.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 7 6.58 3.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO
11. Total Deductions
C11)
76,583.87
12. Net Value of Tax Return C1P) 621 , 720.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 621 , 720.92
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 C15) .0 0 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 621 , 720.92 X 15 = 93, 258.13
19. Principal Tax Due C19)= 93,258.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-15-2012 CDD16634 .OD 93,258.13
10-15-2012 CD016635 .00 14,125.38
TOTAL TAX PAYMENT 107,383.51
BALANCE OF TAX DUE 14,125.38CR
INTEREST AND PEN. .00
TOTAL DUE 14,125.38CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE (~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~(1Y)