HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REC4RCE~ OFFICE OF
REGIS ~ ER OF ~"u ILLS
t(313 FE8 6 PF! 1 `~I
ANDREW H SHAW
STE 11 CLERK ~F
20o S sPR6~I~At~NC~URT
CARLISL~~~gERI.A~D ~1~~57s
~' `
~ p Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
DATE 02-04-2013
ESTATE OF DORAND CARMEN D
DATE OF DEATH 09-08-2012
FILE NUMBER 21 12-0981
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 t-~ _ _____
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DORAND CARMEN DFILE N0.:21 12-0981 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: (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) •0 0 NOTE: To ensure proper
~2) .0 0 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
(4) • 00 tax payment.
c5) 67,801.50
c6) 8, 023.49
~7) 28, 026.12
cs) 103,8 7 . T 7
c9) 3.096.11
clo)- 3,366.17
11. Total Deductions C11) 6,462.28
12. Net Value of Tax Return (12) 97,388.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax 97
388
C14) ,
.83
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) ~ ~ x 04 5 = .00
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) 97,388.83 X 15 = 14,608.32
19. Principal Tax Due c19)= 14,608.32
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-20-2012 CD016811 730.42 13,877.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 14,608.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
~~