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HomeMy WebLinkAbout12-17-12 (2) NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~DLIC ff" ,AtR ASSESSMENT OF TAX ib,INHERITANCE TAX DIVISION ti ii 1t V P' REV-1547 IX AFP (09-12) PO BOX 280601 HARRISBURG PA 17128-0601 REGISTER UF "-!IL5 S } L DATE 12-10-2012 UT DEC 17 ❑ fiI 11 '51 ESTATE OF HOUSEMAN ELLA J DATE OF DEATH 06-05-2012 CLERK OF FILE NUMBER 21 12-0645 QRPHANS' COO T COUNTY CUMBERLAND ANDREW H SHAW ESQ 101 STE 11 CUMBERLAND CO., P ACN APPEAL DATE: 02-08-2013 200 S SPRING GARDEN S (See reverse side under Objections) CARLISLE PA 17013-2578 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG - THIS - LINE - RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISE;-ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HOUSEMAN ELLA JFILE NO.:21 12-0645 ACN: 101 DATE: 12-10-2012 TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 1,667.82 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,360.00 6. Jointly Owned Property CSchedule F) (6) 18,304.38 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 24,332.20 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,659.40 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,727.10 11. Total Deductions (ll) 3,386.50 12. Net Value of Tax Return (12) 20,945.70 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 20,945.70 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) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate C16) 7n .94r, _ 70 X 045 = 942.56 17. Amount of Line 14 at sibling rate (17) .0 0 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 942.56 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 09-04-2012 CDO16465 47.13 895.43 TOTAL TAX PAYMENT 942.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE y... FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.