HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAx DIVISION [ ((~~ f~~•OF DE(D~UCTIONS AND ASSESSMENT OF TAX
HARRISBURG6PA 17128-0601 REC~+RDED of ~~v~ ~/~
REG)STER OF `~'1L~S
~ui3 FEB b P(~ 1 `iZ
CLERK OF
ROBERT C SAI~~~3eetJ`~ COURT
CARwISLEH ~U~gE~~"1~~1~~2'9~~
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-29-2013
ESTATE OF BRANSON JANE H
DATE OF DEATH 08-14-2011
FILE NUMBER 21 11-1056
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 ALONG THIS LINE ---_ ~--- RETAIN LOWER PORTION FOR YOUR
-------------------- -------------- RECORDS ~
REV-15 ------------
47 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APP --------------------
RAISEMENT, ALLOWANCE ------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRANSON JANE HFILE N0.:21 11-1056 ACN: 101 DATE: 01-29-2013
TAX RETURN WAS: ( X ) ACCEPTED AS FILED C ] CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 127, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2] 21 , 954 .40 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4
00 of this form with your
] . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 151,291.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G] (7) 6,638.44
8. Total Assets c8) ___ 306 , 883.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9]__ 35,66 4.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) ___ 3, 110.01
11. Total Deductions C11) 38,774.81
12. Net Value of Tax Return (12) 268, 109.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 268, 109.12
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
11-09-2011 CD015193 1,315.79
05-11-2012 CD015964 .00
11-14-2012 CD016783 .00
01-22-2013 SBADJUST .00
c15] .00 x 00 - .00
n6] nn x 045 = .00
c17) 17o.98n_46 x 12 = 20,517.66
Cls] 97,128.66 x 15 = 14,569.30
c19)= 35, 086.96
AMOUNT PAID
25,000.00
8,613.00
158.17
2.39
TOTAL TAX PAYMENT 35,086.96
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" (CR], YOU MAY BE DUE (~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~/