HomeMy WebLinkAbout02-06-13BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RECORDED OFFICE OF~
REGISTER OF !''ILLS
~if'3 FEB 6 Pty 1 ~iQ
i. v 1
CLERK CF
WILLIAM DOUGLAS RFNQ~lS~ COURT
DOUGLAS LAW OFF
43 W SOUTH ST ~ BERLAND CO., PA
CARLISLE PA 17013-3432
~ ~` pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP C09-12)
DATE 02-04-2013
ESTATE OF LEWIS DELIA A
DATE OF DEATH 05-02-2012
FILE NUMBER 21 12-0708
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
CUT ALON_6 THIS LINE- __ ~ _ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEWIS DELIA AFILE N0.:21 12-0708 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 94, 184.18
8. Total Assets (8) 94.184.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 15.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 D
11. Total Deductions (11) 15.00
12. Net Value of Tax Return C1P) 94, 169.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C133 .00
14. Net Value of Estate Subject to Tax
(14) 715,890.10
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 - .00
16. Amount of Line 14 taxable at lineal rate C16) ~~ x 04 5 = .0 0
17. Amount of Line 14 at sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) 715,890.10 X 15 = 107,383.51
19. Principal Tax Due (19)= 107,383.51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-15-2012 CD016634 .00 93,258.13
10-15-2012 CD016635 .00 14,125.38
TOTAL TAX PAYMENT 107,383.51
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 CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.