HomeMy WebLinkAbout01-07-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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MARK A MATEYA C~.ER~ ~`"
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~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-07-2013
ESTATE OF BOUDER GAIL L
DATE OF DEATH 01-15-2012
FILE NUMBER 21 12-0151
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 ---- ---- R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~--
_
_
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOUDER GAIL LFILE N0.:21 12-0151 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] (1) 95, 000.00 NOTE: To en
2. Stocks and Bonds (Schedule B)
(2) ,Q 0 sure proper
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)
00
(4) of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,7 31.2 0
6. Jointly Owned Property (Schedule F) (6) 2,878.14
7. Transfers (Schedule G) (7) 461,149.95
8. Total Assets (8) _ 568.759.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ ?7.4 36. 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.35 b.7 3
11. Total Deductions C11) 28,792.95
12. Net Value of Tax Return C12) 539,9b6.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) _ 539,966.34
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 (15) .0 0 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16)_ X79.966 ;4 x 045 = 23,848.49
17. Amount of Line 14 at Sibling rate (17) 0 D =
_
X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 10,000.00 X 15 - 1,500.00
19. Principal Tax Due
TAX CREDITS: (19) = 25,348.49
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-12-2012 CD015835 1,259.63 23
933
00
10-08-2012 CD016608 .00 .
,
155.86
TOTAL TAX PAYMENT 25,348.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL 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. ("'~
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