HomeMy WebLinkAbout01-07-13BUREAU OF INDIVIDUAL TAXE'
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOEL R ZULLINGER C'LER~ ~'~
srE 20o ORPHANS' CQJR ~
14 N MAIN ST C;t~~:BERLAND CO., ~A
CHAMBERSBURG PA 17201-1814
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~ pennsyLvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-07-2013
ESTATE OF KEEPER CATHERINE M
DATE OF DEATH 10-01-2011
FILE NUMBER 21 11-1077
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RECOR~~ ~'r~~~ JF
RE~iS i = ~ 0~' ~';;' _S
t.U~~ L1Ii1V ~ ~1 1 •.i V~
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: KEEPER CATHERINE MFILE N0.:21 1 1 -1 n77 er_N• ~ n~ Herr. r„ _.,~ -, .,,
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To en
2.
Stocks and Bonds (Schedule B)
C2)
,00 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 of this form with your
(4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 6,6 78.39
6. Jointly Owned Property (Schedule F) C6) ,0 0
7. Transfers (Schedule G) ~7) .00
8. Total Assets cs) 76 , 678.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 4,3 9.6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13,028.23
11. Total Deductions X11) 17,347.85
12. Net Value of Tax Return C1Y) 59,330.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 59,330.54
NOTE: If an assesswent 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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~i9 . 330 _ ~4 x 045 = 2, 669 .87
17. Amount of Line 14 at Sibling rate C17) -0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .0 0
19. Principal Tax Due c19)= 2,669.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-28-2011 CD015393 133.49 2,778,75
TOTAL TAX PAYMENT 2,912.24
BALANCE OF TAX DUE 242.37CR
INTEREST AND PEN. .00
TOTAL DUE 242.37CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.