HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
?~ "° ~ ,~;
_ ;.
-~
/'
3 ; v ._ .~
LINDA J ELSEN ESQ
STE 202 vd. u u
2000 LINGLESTOWN RD `~~. ~z ~-_^ ~ ° ~ -~
HARRISBURG PA G1~~9~.-9q;~47
~ ~ Pennsylvania
DEPARTMENT OF REVENUE
- -
REV-1547 EX AFP (12-12)
DATE 01-21-2013
ESTATE DF ELDRIDGE MARY J
DATE OF DEATH 03-02-2012
FILE NUMBER 21 12-0455
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----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--' _
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ELDRIDGE MARY JFILE N0.:21 12-0455 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. Real Estate (Schedule A) C1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 42, 203.39
6. Jointly Owned Property (Schedule F) (6) 53, 285.32
7. Transfers (Schedule G) (7) 72, 930.00
8. Total Assets c8) 168 , 418.71
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) (9) 3.813.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,0 9 7.6 2
11. Total Deductions C11) 9,911.13
12. Net Value of Tax Return (12) 158,507.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 158,507.58
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 ~$ . S07 . ~S x 045 = 7 , 132.84
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 7, 132.84
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-25-2012 CD016021 315.79 6,000.00
10-19-2012 CD016673 .00 817.05
TOTAL TAX PAYMENT 7,132.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'
,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM ~
FOR INSTRUCTIONS.