HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE .TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~ ~~ ~- Y;. ,.
HARRISBURG PA 17128-0601 _ '
C1) 169, 000.00
C2) 112, 876.94
C3) .00
C4) .00
c5) 23, 036.44
c6) 62,802.80
cn .00
B .~y P~ t - L • -.
' - ~ ~:' DATE 01-21-2013
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'~" _ ESTATE OF METCALF ESTELLA R
v.~,1 J "" ~,~~= a DATE.. OF DEATH 01-02-2012
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FILE NUMBER 21 12-0034
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`'~ '~ COUNTY CUMBERLAND
GEROGE F DOUGLAS III ESQ ~;. '-~ , R ~„ ACN 101
354 ALEXANDER SPRING RD (;~s ~,.~~,,"~' ., ,' APPEAL DATE: 03-22-2013
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C A R L I S L E P A 17 015 - 7 4 51 .. ` ` `- ~ ~ ~ (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ __
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: METCALF ESTELLA RFILE N0.:21 12-0034 ACN_ inl ner~. n,_~,_~n,z
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 Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
____
REV-1547 EX AFP C12-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 367 , 716.18
C9) 48 , 70.69
Clo) 3,297.92
11. Total Deductions C11) 51,568.61
12. Net Value of Tax Return C12) 316, 147.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 316, 147.57
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 TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 31 6 . 1 47. ~7 x 045 = 14, 226.64
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 14,226.64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMDUNT PAID
03-21-2012 CD015733 711.33 14,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 14,711.33
BALANCE OF TAX DUE 484.69CR
INTEREST AND PEN. .00
TOTAL DUE 484.69CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.