HomeMy WebLinkAbout12-17-12 (2)NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TgxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA I]128-0601
RECORDED Of~FlC OF
REGISI~ER OF li+_LS
2112 !'EC 17 f(1 1i 51
LINDA J OLSEN ESQ CLERK OF
STE 202
2000 LINGLESTOWN RD ORPHANS CO'±RT
HARRISBURG P~'(~BE~L9,~Pifl CO., PA
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALTMAN KARL EFILE N0.:21 12-1005 ACN: 101 DATE: 12-10-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schetlule B)
3. Closely Neld Stock/Partnership Interest (Schetlule C)
4. Mortgages/Notes Receivable (Schetlule D)
5. Cash/Bank Deposits/Misc. Personal Properly (Schetlule E)
6. Jointly Owned Property (Schetlule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm, Cost sfMisc. Expenses (Schetlule H)
10. Debts/Mortgage Liabilities/Liens (Schetlule I)
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09 -12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
taX payment.
(8) 947.642.91
(9) 3.50n.00
nG) •00
11. Total Deductions (1 l) 3,500.00
12. Net Value of Tax Return C12) 944,142.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax 944
142
91
(I47 .
.
NOTE: If an assessment was i ssued previously, Lines 14, 15, 16, 17, 18 andlor 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
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal TaX Due
TAX CREDITS:
DATE 12-10-2012
ESTATE OF WALTMAN KARL E
DATE OF DEATH 07-28-2012
FILE NUMBER 21 12-1005
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-OB-2013
(See reverse side under Objections)
Amount Remitted--l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
(is) 944,142.91 g DO - ,00
as) nn g 045 = 00
.
cn) Dn x 12 - .Do
(le) ,DO x 15 = ,00
(19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (~)
INTEREST/PEN PAID (-) pMDUNT PAID
TOTAL TAX PAYMENT .00
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 (C R), VOU MAY BE DUL
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. •L