HomeMy WebLinkAbout01-07-13
NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~~~C~ nnNS AND ASSESSMENT OF TAX
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PO BOX 280601
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DATE 01-07-2013
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O MARY
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DEATH 02
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G~ERK Cr- FILE NUMBER 21 12-0605
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VICKY ANN TRIMMER QRPNANS' G~~f~ j
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PO BOX 659 CUMBERLAND C''
APPEAL DATE: 03-0
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MECHANICSBURG PA 17D55- 0659 (See reverse side under Objections)
Amount Reeitted
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 4-
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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: BAMBER MARY FILE N0.:21 12-0605 ACN: 101 DATE: 01-07-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,D 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 806,560.00
8. Total Assets cs) 806,560.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 9.6 6 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 9,665.00
12. Net Value of Tax Return (12) 796,895.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 74 0,9 39.00
14. Net Value of Estate Subject to Tax C14) _ _ 55,956.00
NOTE: If an assesssent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 55, 956.00 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 X 0 45 = .00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
rATntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-] AMOUNT PAID
TOTAL TAX PAYMENT .00
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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