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
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-21-2013
ESTATE OF VERNER GREGORY A
DATE OF DEATH 08-05-2012
FILE NUMBER 21 12-0879
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 T_H I S- L I NE- - - _ ~ R_ ETA_ I N LOWER POR_ TI ON_ FOR YOUR RECO_ RDS ~--- _
REV-1547 EX AFP (12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VERNER GREGORY AFILE N0.:21 12-0879 ACN: 101 _ _ _ _ _ _ _ _ _ _ _ _
OR
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) (1) 226, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 34, 092.15 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
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) 52, 955.42
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 279, 388.25
8. Total Assets (8) 592,435.82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 0,9 9 7.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 141 , 970.74
11 . Total Deductions (11) 172, 968.61
12. Net Value of Tax Return (12) 419,467.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 419,467.21
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 return s 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) 419 .467.17 X 045 = 18,87b.02
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 rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19) = 18,876.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-29-2012 CD016710 943.80 17,932.22
TOTAL TAX PAYMENT 18,876.02
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.