HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TARE APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ECQRDE~9~~~'~D9~T~~$ AND ASSESSMENT OF TAX
PO BOX 280601 .,.~.. ~- se~~ ~
HARRISBURG PA 17128-0601 REGiS ~ C.R fit' ':~ ~#.-~S
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CLERK ~
ROBERT G FREY ORPHANS CC€~R1"
5 S HANOVER ST C~~tBERLAND CC., PQ
CARLISLE PA 17013-3307
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-12)
DATE 01-07-2013
ESTATE OF GROUP DOROTHY
DATE OF DEATH 01-29-2012
FILE NUMBER 21 12-0175
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections)
Amount Re~itted
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 ~
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REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APP
RAISEMENT, ALLOWANCE _ ______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GROUP DOROTHY FILE N0.:21 12-0175 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) 144,300.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
C2)
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,478.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 35, 000.00
8. Total Assets C8) 195.778.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)- 11 ,392.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.5 2 5.00
11. Total Deductions C11) 12,917.00
12. Net Value of Tax Return (12) 182,861.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 182 861.00
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) 182.861 _00 X 045 = 8,228.75
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 (18) .0 0 X 15 - .0 0
19. Principal Tax Due C19) = 8,228.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-02-2012 CD015655 410.53 7,800.00
10-08-2012 CD016607 .00 38.75
TOTAL TAX PAYMENT 8,249.28
BALANCE OF TAX DUE 20.53CR
INTEREST AND PEN. .00
TOTAL DUE 20.53CR
~ 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. ~!