HomeMy WebLinkAbout01-07-13NOTICE 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 C12-12)
PO BOX 260601
HARRISBURG PA 1712E-0601 ftr~a~~q~*1 4it'~~~~ ~~
DATE 01-07-2013
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ESTATE OF RUDOLPH DOLORES M
DATE OF DEATH 02-13-2012
FILE NUMBER 21 12-0281
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections )
ABaount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- --! R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS !--
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REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APP
RAISEMENT, ALLOWANCE _ __________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUDOLPH DOLORES MFILE N0.:21 12-0281 ACN: 101 DATE: 01-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 154,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 71,267.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4) .0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 6,362.0 0
6. Jointly Owned Property (Schedule F) C6) 22,786.00
7. Transfers (Schedule G) ~7) .00
8. Total Assets c8) 325,315.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18.26 6.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.5 2 7.0 0
11. Total Deductions (11) 21,793.00
12. Net Value of Tax Return (12) 303,522.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13] .00
14. Net Value of Estate Subject to Tax C14) _ 303,522.50
NOTE: If an assesssent 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) 30~.522.~D X 045 = 13,658.51
17. Amount of Line 14 at Sibling rate (17) .0 0 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) = 13,658.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-02-2012 CD016581 .00 10,500.00
10-16-2012 CD016645 .00 2,475.48
INTEREST IS CHARGED THROUGH 01-22-2013
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 12,975.48
BALANCE OF TAX DUE 683.03
INTEREST AND PEN. 3.92
TOTAL DUE 686.95
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.