HomeMy WebLinkAbout01-25-13NOTICE OF INHEP.ITANCE TAX ~ peC111SJ/~Va~'lla
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX AFP (12-12)
HARRISBURG PA 17128-0601
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DATE 01-21-2013
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ESTATE OF CALVERT JOAN S
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=FILE NUMBER 21 12-0167
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KIM PATTERSON
' COUNTY CUMBERLAND
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a=-:. ACN 101
182 LOGAN RD ~°~ .~`~ v - APPEAL DATE: 03-22-2013
D I L L S B U R G P A 17~~ 9~ ~ 6 ~~ ~` (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 E--
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REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE _
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE 0F: CALVERT JOAN SFILE N0.:21 12-0167 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
2. Stocks and Bonds (Schedule B) ensure proper
C2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
0 0
(4) .
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) C5) 400,995.70
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets cs) _ 400 , 995.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 4,8 4 6.13
11. Total Deductions C11) 17,405.36
12. Net Value of Tax Return C12) 383, 590.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 383,590.34
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) 38~ , X90 . 34 x 045 = 17, 2b1 . 57
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 rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 17,261.57
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-07-2012 CDO1b740 .00 17,2b1.57
DHLHivl.t ur unrAlll 1N I tKtS I /F'tNALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
11-08-2012 TOTAL TAX PAYMENT 17,261.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7,Og
TOTAL DUE 7.08 ~.~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU ~N
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.