HomeMy WebLinkAbout01-18-13 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIY ISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD E CONNELL ESQ CL~Ri( ~,-
CAMP HIRLET ST 0 N ~ JEST
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NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1D
DATE 01-14-2013
ESTATE OF HELLAM ARBUTUS J
DATE OF DEATH 09-22-2011
FILE NUMBER 21 11-1242
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-15-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RECORDE'1 ~r~iv!' CF
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CUT ALONG THIS LINE ---- ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT> ALLOWANCE 6R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HELLAM ARBUTUS JFILE N0.:21 11-1242 ACM: 101 DATE: 01-14-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat¢ (Sch¢tlule A) (1) •00 NOTE: To ensure Proper
2. Stocks and Bonds (Schedule B) (27 ,00 credit to your account,
DD submit the Upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form wish your
4. Mortgages/Notes Receivable (Schedule D) 14) •00 tax payment.
5. CashJBank Deposits/Misc. Personal Property (Schedule E) (5) 34,803.00
6. Jointly Owned Property (Schedule F) (6) 5,888.69
7. Transfers (Schedule G) (77 .00
e. Total Assets (8) 40.691.69
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CosYS/Misc. Expenses (Schedule H) (9) 6.142.22
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 565.29
11. Total D¢ductigns (11) 6,707.51
12. Net Value of Tax Return (127 33,984.18
13. Charitabl¢/Governmental Bequests; Nan-elected 9113 Tr usts (Schedul e J) (13) .00
14. Net Value of Estate Sub3ect tp Tax (14) 33.984.18
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16> 17> 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF 7AX:
15. Amount of Line 14 at Spousal rate 115) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (167 33. 9RG.7R X 045 = 1,529.29
17. Amount of Line 14 at Sibling rate C17) .On X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due 119)= 1,529.29
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-12-2012 CD016637 10.78- 1,540.07
D1-07-2013 SBADJUST .00 3.26
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,529.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~'„
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.