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
~- ~ ~ - -~
,~ t~ J.i r ~.i ~ i ~ ~ v
JAMES D HUGHES ESQ .,;
354 ALEXANDER SPRIN~'~'D '~ ~~ '
CARLISLE ~~'A=~~1~5=74~~fi~ 3
rr?f ~ ~
-. Pennsylvania
DEPARTMENT OF REVENUE
_... _
REV-1547 EX AFP C12-12)
DATE 01-21-2013
ESTATE OF STEINEMANN ROBERT H
DATE OF DEATH 01-19-2012
FILE NUMBER 21 12-1118
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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------------
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEINEMANN ROBERT HFILE N0.:21 12-1118 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) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) .0 0
6. Jointly Owned Property (Schedule F) t6) 75, 601.50
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 75, 601.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9? 3.9 6 3.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 56,951.92
11. Total Deductions (11) 60,914.92
12. Net Value of Tax Return (12) 14, 686.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax {14) 14,686.58
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) 7 .41 6 _ 73 X 045 = 333.75
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) 7,269.85 X 15 = 1,090.48
19. Principal Tax Due (19)= 1 , 424.23
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-16-2012 CD016643 .00 1,424.23
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,424.23
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.