HomeMy WebLinkAbout01-18-13 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REVVt1VED ~1 r;-!VE O~
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ROGER M MORGENTHAL ES EP,K G.`
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HARRISBURG PA 17110-1778
~ pennsylvania
DEPARTMENT OF REVEN UE
REY-154] EX AFP (12 -12)
DATE 01-14-2013
ESTATE OF DEWALT JR GEORGE W
DATE OF DEATH 01-16-2012
FILE NUMBER 21 12-0112
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-15-2013
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR -YOUR-RECORDS F
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMEN T, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEWALT JR GEORGE WFILE N0.:21 12-0112 ACN: 101 DATE: 01-14-2D13
TAX RETURN WAS: (X) ACCEPTED AS FILED C 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schetlule A) (17 338,669.28 NOTE: To ensure proper
(2) .00 credit to Your account,
2. Stocks antl Bontls (Schetlule B) submit the upper portSOn
3. Closely Hald Stock/Partnership Interest (Schetlule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Lash/Bank Deposits/Misc. Personal Property (Schetlule E7 (5) 37,781.07
6. JolntlY Dwned Property (Schedule F) (67 105,565.38
7. Transfers (Schedule G) (7) 34,986.37
(8) 517,002.10
e. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/MSS<. Expenses (Schedule H) (g) 30.501.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 35,590.81
(11) 66,092.16
11. Total Deductions 450,909.94
12. Net Value of Tax Return (127
13. Charitable/Governmental Bequests; Non-electetl 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 450,909.94
N07E: 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 TAX:
15. Amount of Line 14 at Spousal rate [15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at SSblin9 rate (177 GF 0.909.9G X 12 54,109.19
18. Amounk of Line 14 taxable at Collateral/Class B rake (18) .00 X 15 = .00
(19)= 54,109.19
19. Principal Tax Due
rsr rgcnTrs,
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-09-2012 CD015815 2,705.46 52,000.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL 7AX PAYMENT 54,705.46
BALANCE OF TAX DUE 596.27CR
INTEREST AND PEN. .00
TOTAL DUE 596.27CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRJr VOU MAY BE DU~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.