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
RECORBED OFFICE OF
REGISTER OF V~II.LS
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ANDREW C SHLE~~~~~
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DEPARTMENT OFREVENUE
REV-1547 EX AFP (09-12)
DATE 02-04-2013
ESTATE OF MURPHY LOTTIE
DATE OF DEATH 08-27-2012
FILE NUMBER 21 12-1122
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-05-2013
(See reverse side under Objections )
Amount Remittedr
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MURPHY LOTTIE FILE N0.:21 12-1122 ACN: 101 ___
OR
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) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with
your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,3 36.4 6
6. Jointly Owned Property (Schedule F) (6) 4,272.25
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
(8) 11 , 608.71
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2,7 5 2.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11.17
11. Total Deductions C11) 2,763.99
12. Net Value of Tax Return (12) 8,844.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax 8
844
72
(14) ,
.
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 D 0 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) R . R44 77 X 045 = 398.01
17. Amount of Line 14 at sibling rate (17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 398.01
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-21-2012 CDOlb818 19.90 378.12
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 398.02
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 INSTRUCTIDNS.
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