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HomeMy WebLinkAbout02-08-13• NOTICE OF INHERITANCE TAX ~ pQnnS~/~V8t11a APPRAISEMENT,._ALLOWANCE OR DISALLOWANCE DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAxES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12) PU Box zau6ul RECORDED OFFICE OF HARRISBURG PA 17128-0601 REGISTER OF ~~LLS DATE 02-11-2013 i~t.~(J t ~`~ U ~~ ~ U~ I o D T EVELYN L 24 2010 DEATH 09 OF DATE FILE NUMBER 21 10-1047 CLERK QF COUNTY CUMBERLAND MARUS A MCKI©I~~J~~S~ CGlJRT ACN 101 60 W POMFR~'v~~ERLARp (i~, R,Q APPEAL DATE: 04-12-2013 , C A R L I S L E P A 17 013 (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 POR ---------------------------------------------- TION FOR YOUR RECORDS ~ --------------------------- ------------------ REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX ESTATE OF: GOODLING EVELYN LFILE ND.:21 10-1047 ACN: 101 DATE: 02-11-2013 TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 93, 375.00 C1) NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) .0 0 (2) credit to your account, 0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule . C) (3) of this form with your 4. Mortgages/Notes Receivable [Schedule D) (4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,019.6 8 6. Jointly Owned Property (Schedule F) (6) 1 , 586.56 .00 7. Transfers (Schedule G) (7) 8. Total Assets cs) 101.981.24 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9) 13.4 8 0.2 3 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,32 7.69 11. Total Deductions C11) 16,807.92 12. Net Value of Tax Return C12) 85, 173.32 13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 85, 173.32 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 00 = .0 D 16. Amount of Line 14 taxable at lineal rate (16) 47 • F:RA - AA x 045 = 1 , 916.40 17. Amount of Line 14 at sibling rate (17) .DD X 12 = .0 0 18. Amount of Line 14 taxable at collateral rate (18) 42,586.66 X 15 = 6,388.00 19. Principal Tax Due C19)= $,304.40 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 10-17-2012 CD016726 .00 6,483.58 INTEREST IS CHARGED THROUGH 02-26-2013 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT 6,483.58 BALANCE OF TAX DUE 1,820.82 INTEREST AND PEN. 347.25 TOTAL DUE 2,168.07 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,_() REV-1d70 EX (O7~ 6~) ~ L ~ pC'1'1I~1$~/~Vc~l11a INHERITANCE TAX DEPARTMENT Of~ REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 2806011 DECEDENTS NAME FILE NUMBER Evelyn Goodling 2110-1047 REVIEWED BY ACN Alan Mater 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES A 1 The value of the real estate has been increased from $74,700 to $93,375 as the result of use of the common level ratio of 1.25 to reflect reasonable fair market value. Row Page 1