HomeMy WebLinkAbout01-18-13 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1]128-0601
HAMILTON C DAVLS
STE 6
20 E BURD ST
SHIPPENSBURG
NOTICE OF INHERITANCE TAX ~ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVEN UE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-154] IX AFP nz-lz)
RECORDc7 ;-rr~gT~ 01-14-2013
~T ~E OF MAGEE GERALD C
REC~ST~;'s OF ~'I~At~ OF DEATH 01-14-2012
o ^^~~ FILE~.~(N,UMBER 21 12-0198
%~~13 .i~'<<~ iU iii i CiaU'T.}'• CUMBERLAND
ACN 101
CL~t~, iT ~~;_; APPEAL DATE: 03-15-2013
(See reverse side under Objections)
R°NAfdS' GCiJ T
PA 17257-1 dnount Remitted
~~ BERLA~a~ '.''y~.AKe1C HECK PAYABLE AND REMIT PAYMENT T0:
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: MAGEE GERALD (FILE N0.:21 12-0198 ACN: 101 DATE: 01-14-2013
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 124,000.00 NOTE: To ensure proper
2. Stocks and Bontls CSchetlule B) (y ,QO credit to your account,
.DU submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (37 of this form with your
4. Mortgages/Notes Receivable (Schedule D7 (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 82.021.25
6. Jointly Ownatl Prope rtv CSchetlule F) (6) 6,616.33
7. Transfers CSchetlule G7 (7) .00
8. Total Assets (e) 212.637.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchetlule H) (g) 19.029.OB
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16.051.67
11. Total Deductions (ill 35x080.75
12. N¢t Value of Tax R¢turn (yz7 177,556.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7 (13) •OD
14. Net Valu¢ of Estate Subject to Tax (14) 177,556.83
N07E: If an assessment was issued Previously. lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiDUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lina 14 at Spousal raY¢ (15) .00 X 00 = .DO
16. Amount of Lin¢ 14 taxable at Lin¢al/Class A rate (16) 170.940-BO X 045 = 7x692.32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Glass B rate (187 6,616.33 X 15 = 992.45
19. Principal Tax Due (19)= 8,684.77
TAY rRCTTTC•
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT (+7
INTEREST/PEN PAID (-) AMOUNT PAID
04-11-2012 CD015843 378.95 7,200.00
10-12-2012 CD016638 .00 1,105.82
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 8,684.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU MAY BE Of)E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS."''