HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX ~ pennSy~VC~n~a
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 °r~ _ ,~, .,. ~_ _
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~~~`° "` - _~ATE 01-21-2013
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'STATE OF VICTOR NANCY R
~~;~s '~~''~ ~^~' ~~TE OF DEATH Ob-26-2012
~~~ ~- ~~'~ ~v (~`~k r~ tF LE NUMBER 21 12-0839
COUNTY CUMBERLAND
THOMAS E FLOWER ~ ~ ~- ~ ~ -- ACN 101
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10 W HIGH ST „ ~-~~~~ ~` ~ -: APPEAL DATE: 03-22-2013
C A R L I S L E P A 17 0 ~_: a ~ f ( 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 ~ _ ___________
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VICTOR NANCY RFILE N0.:21 12-0839 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. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,9 81.6 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) C5) 19, 258.11
6. Jointly Owned Property (Schedule F) (6) 4,297.87
7. Transfers (Schedule G) C7) 1 , 187 , 446.76
8. Total Assets (8) 1 , 214 , 984.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7 4,0 7 2.8 5
10. Debts/Mortgage Liabilities/Liens tSchedule I] C10) 2,4 4 9.2 7
11. Total Deductions C11) 76,522.12
12. Net Value of Tax Return C12) 1,138,462.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1,138,462.22
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ] . 1 ~8 , 4b2 . 22 x 045 = 51 , 230.80
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 51 , 230.80
TAX CREDITS:
PAYMENT
-DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-26-2012 CD016559 2,561.54 49,000.00
TOTAL TAX PAYMENT 51,561.54
BALANCE OF TAX DUE 330.74CR
INTEREST AND PEN. .00
TOTAL DUE 330.74CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ;jy
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~J