HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX ~ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r +~•~ n~,y~~r~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RECOR~E~ ~(~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-12)
PO BOX 280601 RE~~S...,.. ~ _ ~
HARRISBURG PA 17128-0601 i ~ ~ ~ ~` .' ~ ~...
•?O~~ ~p~~ '7 ~~ ,J ~~ DATE
i t' 1 II 01-07-2013
ESTATE OF GROUSE DOROTHY M
C~.~~K ~j-- DATE OF DEATH 03-18-2012
FILE NUMBER 21 12-0431
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COUN TY CUMBERLAND
COURTNEY J GRAHA~~MBERLAN~ ~'~~~
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'~' 101
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223 LINCOLN WAY APPEAL DATE: D3-08-2013
CHAMBERSBURG PA 17201-2231 (See reverse side under Objections)
Amou nt Reslitted
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 f--
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REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GROUSE DOROTHY MFILE N0.:21 12-0431 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) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 31,94 9.b4
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 531 , 949.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)- 15,176.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 39.30
11. Total Deductions X11) 15,415.31
12. Net Value of Tax Return X12) 516,534.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 516,534.33
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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~1 6 . X34 - ~~ X 045 = 23, 244.04
17. Amount of Line 14 at Sibling rate (17) -~ ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due C19?= 23,244.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMDUNT PAID
06-08-2012 CD016080 1,157.89 22
000
00
10-19-2012 CD016664 .00 ,
.
87.00
TOTAL TAX PAYMENT 23,244.89
BALANCE OF TAX DUE .85CR
INTEREST AND PEN. .00
TOTAL DUE .85CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FDR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~