HomeMy WebLinkAbout01-25-13Norr~~ ~a~. INHER"IT~-t~C~ ;lax ~~ -~ Pennsylvania
APPRAISEMEN.~,..,~ALLOWANCE 0R DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~:~.~ _ _. DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ^F DEDUC`~"~'ON~ AIVD ~1SSESSM~NT OF TAX
REV-1547 EX AFP C12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 ,. ,,, ~,~., ; ,~ n ,., ,,
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DATE 01-21-2013
"` ` :'ESTATE OF SCAMBIA DANIEL V
~ ~ .~
it ~'~`M'DATE DF DEATH 01-18-2012
~~" . . ., .
~,-,,, „~I~.E NLLMBER 21 12-0093
~`~`~C~*"~~-`~CODNTY` CUMBERLAND
MURREL WALTERS III ESQ ACN 101
45 E MAIN ST APPEAL DATE: 03-22-2013
M E C H A N I C S B U R G P A 17 0 5 5 (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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCAMBIA DANIEL VFILE N0.:21 12-0093 ACN: 101 DATE: 01-21-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 18,473.16 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 763, 619.30
6. Jointly Owned Property (Schedule F} C6) .0 0
7. Transfers (Schedule G) C7} .0 0
8. Total Assets C8) __ 782, 092.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H} Cq) 7 2.0 2 9.8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10} 6,10 2.7 8
11. Total Deductions C11) 78, 132.60
12. Net Value of Tax Return C12} 703, 959.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 703, 959.86
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 d ate.
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) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 703,959.86 X 15 = 105,593.9$
19. Principal Tax Due C19)= 105,593.98
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-17-2012 CD015855 4,631.58 88,000.00
10-26-2012 CD016699 8.50- 13,193.98
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 105,817.06
BALANCE OF TAX DUE 223.08CR
INTEREST AND PEN. .00
TOTAL DUE 223.08CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU E_ ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~