HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION _ OF DEDUCTcIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-12)
PO BOX 280601 (~~~~~~+•~ ;~~;,._'i~ ~ ~r
HARRISBURG PA 17128-0601 p (~ L7
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WAYNE M PECHT ~~µQ~s' COJt`2 ~
1205 MANOR D~'rMBERLAND CQ., PA
MECHANICSBURG PA 17055-4926
DATE 01-07-2013
ESTATE OF SHOOP MARY J
DATE OF DEATH 08-30-2009
FILE NUMBER 21 09-1049
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections
Awount 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 4-- _ _____
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOOP MARY JFILE N0.:21 09-1049 ACN: l01 DATE: nt_n~_~niz
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B)
(2) .
,0 0 NOTE: To ensure 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)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,6 78.27
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 103, 338.17
8. Total Assets
C8) 107,016.44
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)__ 1. F: .99
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 2,9 7 9.00
11. Total Deductions C11) 16,532.99
12• Net Value of Tax Return (12) 90,483.45
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Sub3ect to Tax C14) 90,483.45
NOTE: If an assessa~ent 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 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 90 . 48~ _ 4S X 045 = 4, 071.76
17. Amount of Line 14 at Sibling rate (17) ~ ~ X 12 =
18.
Amount of Line 14 taxable at Collateral/Class B rate
C18)
.00 X 15 .0 0
= .D 0
19. Principal Tax Due
TAX CREDITS: (19)= 4, 071.76
rnTntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-11-2012 CD016631 313.32- 4,650.22
TOTAL TAX PAYMENT 4,336.90
BALANCE OF TAX DUE 265.14CR
INTEREST AND PEN. .00
TOTAL DUE 265.14CR
* 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.