HomeMy WebLinkAbout11-16-12NOTICE OF INHERITANCE TAX
AP,P ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~S`(1D!~1C!Y, ,, ~~ ~ CTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~"~''
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 11-12-2012
ESTATE OF BIRD RUTH V
DATE OF DEATH 05-23-2012
FILE NUMBER 21 12-0669
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2013
(See reverse side under Objections)
Amount Remitted
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 ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIRD RUTH VFILE N0.:21 12-0669 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: (JO ACCEPTED AS FILED ( 7 CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schetlule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 58,679.20 credit to spur account,
DD submit the upper portion
3. Closely Held Stock/Partnership Interest (Schetlule C) (3) . of this form with your
4. Mortgag¢s/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank D¢Pasits/Misc. Personal Property CSChedule E7 (57 151,614.71
•00
6. Jointly Owned Property (Schetlule F) (67
.00
7. Transfers (Schedule G) (7)
e. Total Assets (e) 210.293.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6.863.50
10. Debts/Mortgage Liabilities/Liens (Schetlule I) C10) 1.870.54
11. Total Deductions (117 8,734.04
12. Net Value of Tax Return (127 201,559.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Sub9ect to Tax C147 201.559.87
NOTE: If an assessoent was issued previously, Lines 14. 15, 16, 17, 18 and/or 19 will
reflect fi8ures that include the total of all returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .OD X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn X 045 = .00
17. Amounk of Lina 14 at sibling rake (17) ~nl.r, r,9.R7 X 12 - 24,187.18
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19 )= 24,187.18
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-16-2012 CD016399 1,209.35 22,977.63
11-05-2012 SBADJUST .00 .20
TOTAL TAX PAYMENT 24,187.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
. IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. .1.