HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX ~ pennsylvan~a
EUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ~E~ARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601 ~ r~
HARRISBURG PA 17128-0601 - •'~~
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'~~ ~ `"~ SATE ..~ 01-21-2013
ESTATE OF DEVLIN JEAN
~~~~ ~ .,+ ~„ I~AI~f€ ~F ;'~ATH 07-09-2012
FILE NUMBER 21 12-0814
`ry ~ _ ~ 'COUNTY CUMBERLAND
ROGER B IRWIN ESQ ~p~.~ ~,~$ •_E~AGN -_ 101
60 W POMFRET ST `~''` .;,-" ~' - ~ : ~ APPEAL DATE: 03-22-2013
C A R L I S L E P A 17 013 - 3 2 4 3 C ~ ~ ~ ~ ~ _~~ { : ~ ~~~ _ _ , (S~e 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 ~ _ _______________
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEVLIN JEAN FILE N0.:21 12-0814 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) C1) 135, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 115, 144.82
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 32, 317.06
8. Total Assets (8) 282,461.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 0,4 7 3.8 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,5 2 9.6 8
11. Total Deductions (11) 23, 003.52
12. Net Value of Tax Return C12) 259,458.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 259,458.36
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 d ate.
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) 2S9 . 458 . ~b x 045 1 1 , 675.63
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 ra te (18) .0 0 }( 15 = .0 0
19. Principal Tax Due (19)= 11 , 675.63
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-27-2012 CD016562 583.78 11,264.50
TOTAL TAX PAYMENT 11,848.28
BALANCE OF TAX DUE 172.65CR
INTEREST AND PEN. .00
TOTAL DUE 172.65CR
* 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 FDRM FOR INSTRUCTIONS. 1%~ ~)