HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES _APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-12)
DATE 01-29-2013
ESTATE OF DELP BETTY L
DATE OF DEATH 12-13-2009
FILE NUMBER 21 10-0029
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
(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 C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DELP BETTY LFILE N0.:21 10-0029 ACN: 101 DATE: 01-29-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 61,6 57.0 0
6. Jointly Owned Property (Schedule F] I5) .00
7. Transfers (Schedule G) ~7) 106, 000.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets C8) 167,657.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 2 2,6 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.16 6.0 0
11. Total Deductions
I11)
24,816.00
12. Net Value of Tax Return C12) 142,841.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 142,841.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 142.84] .00 X 045 = 6,427.85
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due I19)= 6,427.85
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
09-09-2010 CD013326 .00 2,250.00
10-10-2011 CD015046 25.13- 4,202.98
10-10-2011 WRITEOFF .00 147.04
TOTAL TAX PAYMENT 6,452.98
BALANCE OF TAX DUE 25.13CR
INTEREST AND PEN. .00
TOTAL DUE 25.13CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.