HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BuREau DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
RECORD€~} OFF#C€ OF
REGIST€R OF ~~ ~~~LS
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STEPHEN D TILEY CLERK OF
5 S HANOVER ST
CARLISLE ORP~N~7~Q~~07
CUMBERLAND CO., PA
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-29-2013
ESTATE OF HAUGHNEY EDWARD W
DATE OF DEATH 01-01-2012
FILE NUMBER 21 12-0092
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 ~
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REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAUGHNEY EDWARD WFILE N0.:21 12-0092 ACN: 101 _____
OR
DATE: 01-29-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To
2.
Stocks and Bonds (Schedule B)
C2)
1,240,788.00 ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 372,819.00
6. Jointly Owned Property (Schedule F) C6) 634,265.75
7. Transfers (Schedule G) C7) 240,727.00
8. Total Assets (8) 2 , 488 , 599.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.8 8.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 14,858.00
12. Net Value of Tax Return C12) 2,473,741.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ 2,473,741.75
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) 2,473,741.75 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) DO x 04 5 =
. .00
17. Amount of Line 14 at Sibling rate (17) n 0 =
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18] .0 0 X 15 = .0 0
19. Principal Tax Due
TAX CREDITS: C19?= .0 0
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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.