HomeMy WebLinkAbout11-26-12~` ' ~ ~ -' -'•' N[~~3CE OF INHERITANCE TAX
~Cf~PRAI$~. y•h~ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ' -~ - O.F D~IIUI:TIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~ ~ -
PO BOX 280601
41ARRTCRIIRf: PA 1717R-f1607 _
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MARCUS A MCKNIGHT III ESQ
60 W POMFRET ST
CARLISLE PA 17D13-3243
{1) .00
{2) .00
{3) .00
{4) .00
{s) 30, 106.60
{6) .00
.00
{7)
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAKE WALTER AFILE N0.:21 12-0689 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: { X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A)
2. Stocks and Bonds {Schedule B)
3. Closely Held Stock/Partnership Interest {Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E)
6. Jointly Owned Property {Schedule F)
7. Transfers {Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H)
10. Debts/Mortgage Liabilities/Liens {Schedule I)
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~ ; pennsylvan~a
DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
{8) 30 , 106.60
{9) 11 , 000.04
{lo) .00
11. Total Deductions {11) 11,000.04
19, 106 .56
12. Net Value of Tax Return {12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) {13) .0 0
14. Net Value of Estate Subject to Tax {14) 19, 106 .56
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 14,330.5b X 00 = .00
16. Amount of Line 14 taxable at lineal rate {16) 4 • 776 - DD x 045 = 214.92
17. Amount of Line 14 at sibling rate {17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate {18) .0 0 X 15 = .0 0
19. Principal Tax Due {19)= 214.92
TOX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT {+)
INTEREST/PEN PAID {-) AMOUNT PAID
08-07-2012 CDOlb353 10.75 204.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 11-20-2012
ESTATE OF LAKE WALTER A
DATE OF DEATH 05-12-2012
FILE NUMBER 21 12-0689
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 214.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT {CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.