HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE DR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
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ESTA TE OF CONNORS PHYLLIS S
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l.~I~ ~t;t~ ~ " J~ OF DEATH 01-10-2012
FILE NUMBER 21 12-0181
ERK ~~- COUNTY CUMBERLAND
RONALD M KATZMAN E~~
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ACN 101
4250 (RUMS MILlO~p~.(Q~S~ Cl~i~-~ APPEAL DATE: 03-08-2013
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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
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FOR YOUR RECORDS ~
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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: CONNORS PHYLLIS SFILE N0.:21.12-0181 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) C1) 206, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 311,530.94 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 160,525.80
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 63,492.23
8. Totai Assets c8) 741,548.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 5 5.7 39. 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 641.24
11. Total Deductions (11) 56,380.81
12. Net Value of Tax Return C12) 685, 168.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 685 168.16
NOTE: If an assess:eent 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 (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 68.168.16 X 045 = 30,832.57
17. Amount of Line 14 at Sibling rate (17) n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 30,832.57
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-09-2012 CD015814 1,368.42 26,000
00
10-09-2012 CD016613 .00 .
1,795
98
10-09-2012 CD016614 .00 .
1,668.17
TOTAL TAX PAYMENT 30,832.57
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.