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
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
__~_.---_ REV-1547 EX AFP C12-12)
DATE 01-21-2013
ESTATE OF HALBERT JOHN W
DATE OF DEATH 12-25-2011
FILE NUMBER 21 12-0043
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-22-2013
(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 ~-- _
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HALBERT JOHN WFILE N0.:21 12-0043 ACN: 101 _________
OR
DATE: 01-21-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 141,500.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 147, 073.04
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 288 , 573.04
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1.6 8 0.15
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,4 4 3.8 0
11. Total Deductions C11) 54, 123.95
12. Net Value of Tax Return (12) 234,449.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6 6,9 51.3 2
14. Net Value of Estate Subject to Tax (14) 167,497.77
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16)_ .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 1b7,497.77 X 15 = 25, 124.67
19. Principal Tax Due (19)= 25, 124.67
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-16-2012 CD015720 1,256.23 34,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 35,256.23
BALANCE OF TAX DUE 10,131.56CR
INTEREST AND PEN. .00
TOTAL DUE 10,131.56CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.