HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAx~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION f1~CORB~'~ ~'pC~g'ONS AND ASSESSMENT OF TAX
PO BOX 280601 f
~ pennsyLvania
DEPARTMENT OF REVfNUE
REV-1547 EX AFP (12-12)
HARRISBURG PA 17128-6601 R~GIST~.gi r;i. :ti'`7~f ~-~
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Cl.ER~ ~=
DAVID M BOGACZy~R~A~S' ~'~~~~
220 MAIN ST GGUUMM (./~~~ C~+-, ~Q
BLOSSBURG PA 16912-1138
DATE 01-07-2013
ESTATE OF COLSON MYRLE H
DATE OF DEATH 07-28-2008
FILE NUMBER 21 OS-0792
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-OS-2013
(See reverse side under Objections)
Amount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -___ ~ RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP t12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _
_________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COLSON MYRLE HFILE N0.:21 08-0792 ACN: 101 DATE: 01-07-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VA
LUE OF RETURN BASED 0N: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) C2) .
,Q 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
.0 0 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 85, 000.00
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: (B) 85.000 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) .0 0
1D. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12•
Net Value of Tax Return C11)
C12) .0 0
85,000
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
.00
14. Net value of Estate Subject to Tax
(14) 135,333.85
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 assess ed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 =
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16L l~ri.;;;
gr X 045 .
=
17. _
Amount of Line 14 at Sibling rate C17) 6,090.02
18. _O(1
Amount of Line 14 taxable at Collateral/Class B rate (18)
0 0 X 12
15 =
.00
=
19. .
Principal Tax Due X .0 0
TAX CREDITS: C19)=
6,090.02
r,~rncw~ RECEIPT _ DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-30-2008 CD010718 .00 2,265.02
06-04-2012 CD016D64 446.42- 4,380.47
TOTAL TAX PAYMENT 6,199.07
BALANCE OF TAX DUE 109.05CR
INTEREST AND PEN. .00
TOTAL DUE 109.05CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.