HomeMy WebLinkAbout01-18-13 (2)NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV x547 EX AF-P azaz)
PO BOX 280601
HARRISBURG PA 1]128-0601
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REr~r,P,_~' ` ~EATE 01-14-2013
~''~)"'-') ~tf '.~. _.~jESTATE OF ORSE MARY L
,~. p m DATE OF DEATH 10-31-2011
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"1• u~~~~ ~~;I ! jgILE NUMBER 21 L1-1281
MURREL WALTERS III ESQ r, .~.~ COUNTY CUMBERLAND
C~~;~( e; = ACN 101
54 E MAIN ST OQ~ ,~ ,, ,~r,-- APPEAL DATE: 03-15-2013
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M ECHANICSBURG PA 170.55: (See reverse side under Obfections)
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`~""'- . p~~Anount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- 1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORSE MARY LFILE N0.:21 11-1281 ACN: 101 DATE: 01-14-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (17 338,500.00
2. Stocks and Bonds (Schedule B) (27 1,628.64
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (47 .00
5. Cash/Bank Oeposiks/Misc. Personal Property (Schedule E) (57 149,726.86
6. Jointly Owned Property (Schedule F) (67 .00
7. Transfers (Schedule G) (7) 61,318.10
NOTE: To ensure proper
credit to your account,
submit the upper port iqn
of this form with your
Yax payment.
8. Total Assets (8) 551.173.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H) (9) 38.209.05
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 198.570.39
11. Total Deductions ()1) 236,779.44
12. Net Value of Tax Return (12) 314.394.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 300.187.7$
14. Net Value of Estate Subject to Tax (147 14.206.38
N07E: If an assessnent was issuetl 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 TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Lina 14 taxable at Lineal/Class A rate C16) .DO x 045 = .00
17. Amount of Lina 14 at Sibling rata (17) -DO X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 14,206.38 X 15 - 2.130.96
19. Principal Tax Due (19)= 2,130.96
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-16-2012 (0016398 .00 2,130.96
01-07-2013 SBADJUST .00 2.80
* IP PAID AFTER GATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,130.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE,.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.