HomeMy WebLinkAbout12-17-12 (2)NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDETJ OFFICE OF
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ELYSE E ROGERS ESq CLERK ~~
sTE 4oD ORPHANS' COURT
632 NORTH 12TH /g~ CD'~e
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~ Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (D9 -12)
DATE 12-10-2012
ESTATE OF ERTEL SHIRLEY M
DATE OF DEATH 09-12-201D
FILE NUMBER 21 10-1164
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-08-2013
(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 ~--i RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ERTEL SHIRLEY MFILE N0.:21 10-1164 ACN: 101 DATE: 12-10-2012
TAX RETURN WAS: (jO ACCEPTED AS FILED ( 7 CHANGED
APPRAISED YALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Est eta (Schedule A7 (1J .00 NOTE: To ensure Proper
2. Stocks and Bonds CSchetlule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchetlule C) C3) of this form wSth your
4. Mortgages/Notes Receivable CSchetlule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 24,259.64
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (SChetlule G) (7) .00
B. Total Assets (e) 24,259.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Lasts/Misc. Expenses (Schedule H) C9) 2.273.73
10. DebtslMort9a9a Liabilities/Liens CSchetlule I) (30) .00
11. Total Deductions (11J 2,273.73
12. Nat Value of Tax Return (127 21,985.91
13. Chars Table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) ~ .OD
14. Net Value of Estate Su biect to Taz (14) 1.586,027.46
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 andJor 19 will
reflect fi8ures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of LSne 14 at spousal rate (15) .00 X 00 = •00
16. Amount of Line 14 taxable at lineal rate (16) ) •riR6.D77-GA X 045 = 71,371.24
17. Amount of Line 14 at siblin0 rate (177 .OD X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (197= 71,371.24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-] AMOUNT PAID
12-OB-2010 CD013754 3,171.05 60,250.00
06-03-2011 CD014539 .00 6,960.41
08-28-2012 CD016441 .09- 989.37
09-20-2012 CD016537 35.85- 4,796.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYNENT 76,132.10
BALANCE OF TAX DUE 4,760.86CR
INTEREST AND PEN. .00
TOTAL DUE 4,760.86CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR], VOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.