HomeMy WebLinkAbout12-17-12 (2)NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
BUREAU DF INDIVIDUAL TAXES DF DEDUCTIONS AND ASSESSMENT DF TAX
INHERITANCE TAX DIY ISI ON
PD BOX ZB0601
HARRISBURG PA 17128-0601
RECORDEi~ ~,fF1CE OF
REGISTER Of i~(iL? 5
'tE12 CEC 17 fi~'i it 51
THOMAS E FLOWER CLERK Of
10 W HIGH ST
CARLISLE 4~P~~di~=f~RT
CUMBERLAND CO., PA
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-ID
DATE lz-LD-2olz
ESTATE OF LONG JANE W
DATE OF DEATH 05-17-2012
FILE NUMBER 21 12-0598
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-OS-2013
(See reverse side under Objections )
Amount Remitted_~
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG TNIS LINE --! RETAIN LOWER PORTION FOR YOUR RECORDS E~
REY-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LONG JANE WFILE N0.:21 12-0598 ACN: 101 DATE: 12-10-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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 IDterest (Schedule C)
4. Mortgages/Nptes Receivable CS chadule D)
5. CashfBank Deposits/MSsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
e. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C17 170,000.00 NOTE: To ensure proper
1,614,391.30 credit to your account,
(2) .00 submit the upper portion
(3) of this farm with your
(4) .DD tax payment.
145,068.16
(5)
91,500.06
(6)
29,902.00
c7)
(e) 2.050.861.52
(9) 127.103.78
clD) 5,869,03
(111 132,972.81
11. Total Deductions 1,917,888.71
12. Net Value of Tax Return (121
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subie<t to Tax C14) 1,917,888.71
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 Lina 14 aY spousal rate
16. Amount of Line 14 taxable at lineal rata
17. Amount of Line 14 at sibling rate
18, Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAY CR FI1T TSe
cls) .OD x 00 = .00
c16) T.9) 7.RBR.71 X 045 = 86,305.00
cm -DD x 12 - .OD
(le) .00 x 15 = .00
(ls)= 86,305.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-14-2012 CD016384 4,315.25 83,000.00
TOTAL TAX PAYMENT 87,315.25
BALANCE OF TAX DUE 1,010.25CR
INTEREST AND PEN. .00
TOTAL DUE 1,010.25CR
, IF PALO AFTER DATE INDICATED. SEE REVERSE LF TOTAL DUE IS REFLECTED AS A CREDIT (CRJ, VDU MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.