HomeMy WebLinkAbout01-25-13 NOTICE OF INHERITANCE TAX ~ petltlS}/~Vat11a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-12)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 ~ ~-- ~~ ~_ _
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ESTATE OF GARVIN HELEN P
DATE OF DEATH 01-29-2012
FILE NUMBER 21 12-0418
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
~ RETAIN_LOWER_PORTION-FOR
CUT ALONG THIS LINE _YOUR_RECORDS- ~ __ _________________
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REV-1547 EX AFP C12-12) NOTICE OF INHER
R CE
O
A OR
DEDUCTIONS AND
DISALLOWANCE OF TAX
OF
ASSESSMENT
ESTATE OF: GARVIN HELEN PFILE N0.:21 12-0418 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) .0 0 NOTE: To ensure proper
1. Real Estate (Schedule A) 56,756.43 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
0 0 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 C3) . of this form with your
.
Mortgages/Notes Receivable (Schedule D)
4 (4) .0 0 tax payment.
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
5
3.12
C5)
. C6) 53, 967 . O1
6. Jointly Owned Property (Schedule F)
106,667.70
7. Transfers (Schedule G) C7)
c8) 217 , 394.26
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9 C9) 14.4 2 8.12
.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 3 7.4 5
15, 065.57
cll)
11 . Total Deductions
C12) 202, 328 . b9
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
(Schedule J) C13) .0 0
328 . b9
202
14. Net Value of Estate Subject to Tax
C14)
,
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: 275.87 x 00
108 = .00
15. Amount of Line 14 at Spousal rate C15) ,
8? X 045
052
94
= 4 , 232.38
16. Amount of Line 14 taxable at Lineal/Class A rate C16) __
, 00
=
C17)
17. Amount of Line 14 at Sibling rate
.00 x 12
.
00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 x 15 = .
(19)= 4,2 3 2.3 8
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-25-2012 CD015902 184.21 3,500.00
17
548
10-26-2012 CD016709 .00 .
TOTAL TAX PAYMENT 4,232.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE .00
OTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
IF T
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.