HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX ~ ~ perms lvania
BUREAU DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE O
R DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT
PO BOX 280601 •''
DEPARTMENT OF REVENUE
OF TAX
HARRISBURG PA 17128-0601
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REV-1547 EX AFP (12-12)
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~~,:~ _ - .D~4TE 01-21-2013
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. `ESTATE OF DWIGHT
ALICE J
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'^ D~A~E OF DEATH 03-03-2012
~~ F-,ILE NUMBER 21 12-0379
DEBRA K WALLET COUNTY CUMBERLAND
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24 N 32ND ST ~ "` •~'' :' ACN 101
CAMP HILL ~.~a f„~` ~~, e, : APPEAL DATE: 03-22-2013
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P A 17 O 1 ~n~2 ~ ~ ~ ~ ~ ~ ,J (See reverse side under Objections )
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~ Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIST
ER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - ~ -_RETAIN LOWER POR_T_
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REV-1547 EX AFP
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C12-12~ NOTICE OF INHERITANCE --""""----------
DISALLOWANCE
CE
R
A
O --------------
OR --
OF DEDUCTIONS AND
ASSESSMENT
OF
TAX
ESTATE OF: DWIGHT
ALICE JFILE N0.:21 12-0379 ACN:
101
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)
2. Stocks and Bonds (Schedule B) ~1) .0 0 NOTE: To ensure
proper
C2) •~ ~
3. Closely Held Stock/Partnership Interest (Sched
l credit to your account,
b
u
e C)
C3) ,~ ~
4. Mortgages/Notes Receivable (Schedule D) su
mit the upper portion
of this form with
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (4) •0 0
087
C5) 1
659 your
tax payment.
,
,
.40
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) •0 0
cn .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 1,087,659 40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) - 3 ,6 9 ~
10. Debts/Mortgage Liabilities/Liens (Schedule I) 6
clo) 6,357.15
11. Total Deductions
12. Net Value of Tax Return (11) 40, 052.71
(12)
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t 1,0 4 7,6 0 6.6 9
s
s (Schedule J)
14. Net Value of Estate Subject to Tax C13) 714,756 69
c14)
NOTE: If an assessment was issued previously,
1 332,850 00
reflect figures that include the total of
ALL
,
7~ 18 and 19 will
returns assessed
ASSESSMENT OF TAX: d
to ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) '~ ~ X 0 0 =
C16) 40 00 .0 0
0 00 x 045 =
17. Amount of Line 14 at Sibling rate 1,800.00
c17)- no x 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 292
850
00
19 .00
,
.
. Principal Tax Due X 15 = 43, 927.50
TAX CREDITS: C19)= 45, 727.50
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-01-2012
CD016048
10-25-2012 CD016703 2,000.00 38,000.00
.00 5,727.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT
45,727.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.