HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE DR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFF6C~ ~~
REC#STER Of I~~LLS
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MICHAEL H SMALL ESQ
210 S RAILROAD ST CLERK OF
Po Box 76 (~~p{.~CrOURT
PALMYRA PA "I7'07~~'67X
GUMB~RLAND CO., Fa
DATE 01-29-2013
ESTATE OF BERKHEIMER ESTHER M
.DATE OF DEATH 01-29-2012
FILE NUMBER 21 12-0929
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, ALLDWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BERKHEIMER ESTHER MFILE N0.:21 12-0929 ACN: 101 DATFe nI_~o_~niz
TAX RETURN WAS: (X ) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 211,900.00
2.
Stocks and Bonds (Schedule B)
Cy)
,00 NOTE: To ensure proper
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) 1,7 21.5 9
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .0 0
e. Total Assets
(8) 213,621.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) _ 11,6 8 3.S
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11 . Total Deductions C 11 ) 11 , 683.52
12. Net Value of Tax Return C12) 201 , 938.07
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 201 938.07
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL ret urns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 201,938.07 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 00 x 04 5 =
17.
Amount of Line 14 at Sibling rate
C17)
0 0 X 12 .00
=
.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19) = .0 0
rArntni I RECEIPT DISCOUNT Ct)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
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 OF THIS FORM FOR INSTRUCTIONS. (~(}~