HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-12)
PO BOX 280601 REC~~~`~ ~~~~3C~ a~
HARRISBURG PA 17128-0601
REGiST~r~ 4r ':::°~~'-S
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CLERK C
DAVID P PERKINS 9~PHANS' Ct~vAT
4 JAMES CIR GUMBERLANC CC., ~'A
SHIPPENSBURG PA 17257-2165
DATE 01-07-2013
ESTATE OF BURTDN ROBERT P
DATE OF DEATH 01-16-2012
FILE NUMBER 21 12-0355
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections)
Aoount Reaitted
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 [12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURTON ROBERT PFILE N0.:21 12-0355 ACN: lnl nerF: nl_n7_~niz
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To en
2.
Stocks and Bonds (Schedule B)
C2)
,Q O sure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
00 of this form with your
(4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52, 011.17
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 177,599.26
8. Total Assets cs) _ 229,610.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)_ 11 1 .6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 6.68
11. Total Deductions C11) 11,282.28
12. Net Value of Tax Return C12) 218,328.15
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 218,328.15
NOTE: If an assess~ent 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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 918. 328.1~i x 045 = 9,824.77
17. Amount of Line 14 at Sibling rate C17) .nn 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 C19)= 9,824.77
TAX CREDITS:
rArntn~ RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-15-2012 CD016640 .00 9,824.77
TOTAL TAX PAYMENT 9,824.77
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. ,f~