HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0:6Q~ f° ~ -
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pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-12)
DATE 01-21-2013
ESTATE OF STEVENS ALICE M
DATE OF DEATH 02-06-2012
FILE NUMBER 21 12-0224
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 _ --~ RETAIN LOWER PORTION__FOR_YOUR_RECORDS_ F-- __
REV-1547 EX AFP C12-12~ NOTICOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE
DISALL
ESTATE 0F: STEVENS ALICE MFILE N0.:21 12-0224 ACN: 101 _________________
OR
DATE: 01-21-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) .0 0 NOTE: To ensure proper
1. Real Estate (Schedule A) 45, 042.55 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
00 submit the upper portion
3 Closely Held Stock/Partnership Interest (Schedule C) C3)
.
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)
8,254.72
.
6. Jointly Owned Property (Schedule F)
c6)
.00
961,050.12
1
7. Transfers tSchedule G)
c7)
,
($) 2,014,347.39
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 2,3 9 6.2 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,9 4 3.8 2
46, 340.02
cll)
11 . Total Deductions 1 , 968 , 007.37
12.
13
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (12)
(Schedule J) (13)
.0 0
. c14) 1,968,007.37
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
04-30-2012 CD015912 4,210.53
10-31-2012 CDOlb719 .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
c15) .00 x 00 = .00
c16) 1 , 968 , 007.37 x 045 = 88 , 560.33
c17) . oo x 12 = . 00
c18) .00 x 15 = .00
c19)= 88,560.33
AMOUNT PAID
80,000.00
4,349.93
TOTAL TAX PAYMENT 88,560.46
BALANCE OF TAX DUE .13CR
INTEREST AND PEN. .00
TOTAL DUE .13CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.