HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL raxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION _
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED CFFfCE OF
REGISTER Ot= r~ IE,LS
~GI3 FE8 6 F!~ ~. ~Q
ROBERT C SAIDIS EL~L~I~X ~~
26 W HIGH ST
CARLISLE ORP~A~'1CU~,~~
CUMBERLAND ~^., ~,
cl) 339,600.00
c2) 525,454.14
c3) .00
c4) .00
C5) 12, 769.99
c6) 20 , 639.56
c7) .00
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YDUR RECORDS ~ _ ________
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FLUMAN SR WITTMORE FILE N0.:21 12-0336 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Dwned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 898 , 463.69
c9)_ 31 , 705.54
c1o) 77,504.41
11. Total Deductions
cll)
109,209.95
12. Net Value of Tax Return f12) 789,253.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax 789
253
74
X14) ,
.
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) 7R9 .7ti3 _ 74 X 045 = 35, 516.42
17. Amount of Line 14 at sibling rate (17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = ,0 0
19. Principal Taz Due (19)= 35,516.42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-22-2012 CD016000 789.47 15,000.00
11-20-2012 CD016812 .00 19,766.42
DATE 02-04-2013
ESTATE OF FLUMAN SR WITTMORE
DATE OF DEATH 02-23-2012
FILE NUMBER 21 12-0336
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-05-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 35,555.89
BALANCE OF TAX DUE 39.47CR
INTEREST AND PEN. .00
TOTAL DUE 39.47CR
* 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 FOR INSTRUCTIONS.