HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP(P~R~AnISFEMETNT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~Et-I'{~8R~i1 (~~~~EIQOL$ AND ASSESSMENT 01F TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP t09-12)
HARRISBURG PA 17128-0601 pE/~~C ~ CD 0~ k;~~L~s
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CLERK a~=
DAVID W REAGER ORPHANS COURT
2331 MARKET ST CUMBERLAN~J CO=, PA
CAMP HILL PA 17011-4642
DATE 02-04-2013
ESTATE OF LABODA MILDRED B
DATE OF DEATH 07-07-2012
FILE NUMBER 21 12-0784
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 ALONG 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: LABODA MILDRED BFILE N0.:21 12-0784 ACN_ lnl nerF. n~-ni_~n~z
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 Owned 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]
(1) 95,000.00
(2) .00
(3) .00
(4) .00
(5) 19,538.78
(6) .00
(7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ts) 114,538.78
(9) 13,019.82
(lo)- 63.647.53
11. Total Deductions
(11)
76,667.35
12. Net Value of Tax Return (12) 37,871.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax 37
871
(14) ,
.43
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) .00 X 00 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) ;7.871 .4~ X 045 = 1,704.21
17. Amount of Line 14 at sibling rate (17) -~0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 1 , 704.21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-25-2012 CD016554 83.36 1,583.77
11-16-2012 CD016796 .00 37.09
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,704.22
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.