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HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 RECQ~+~~~ ~r ~1~>_. ~~ REGiS i ~.~ ~i° ~`es~~.m i~13 vtii~ ~ ~~ ~ ~~ CLEFc~ 0-= STEVEN W EARNEST p~1A-tvs+ ~Q~~~ 1513 CEDAR CLIF CAMP HILL ~~ ~~~~i~~/7~~" c~A ~ Pennsylvania DEPARTMENT OF REVENUE REV-1547 EX AFP (12-12) DATE 01-07-2013 ESTATE OF HILL BERNICE DATE OF DEATH 03-07-2012 FILE NUMBER 21 12-0309 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-08-2013 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON_6 THIS LINE ---- -i R_ETA_IN LOWER POR TION FOR YOUR RECORDS F-- _ _ REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _______ OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HILL BERNICE FILE N0.:21 12-0309 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) 145,000.00 NOTE: To en 2. Stocks and Bonds (Schedule B) C2) ,QQ sure proper credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) C4) 0 0 of this form with your . tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,694.87 6. Jointly Owned Property (Schedule F) (6) 2,550.87 7. Transfers (Schedule G) C7) 245,820.74 8. Total Assets (8) 415.066.48 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ ? S. 7, 7 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions C11) 25,537.17 12. Net Value of Tax Return (12) 389,529.31 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) _ 389,529.31 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) .00 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 3R9 . X99 . ~1 X 045 = 17, 528.82 17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due C19) = 17,528.82 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 09-27-2012 CD016571 .00 7 741 32 09-27-2012 CD016572 .00 , . 9,787.50 TOTAL TAX PAYMENT 17,528.82 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" CCR), YOU MAY BE DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.