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HomeMy WebLinkAbout02-20-13COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WOLF & WOLF 10 WEST HIGH STREET CARLISLE, PA 17013 -------- fold FEV 1162 EX111 96} NO. CD 017190 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: FILE NUMBER: 2112-0437 DECEDENT NAME: BROWN ALBERT L DATE OF PAYMENT: O2/ 2O/ 201 3 POSTMARK DATE: 02/20/201 3 couNTY: CUMBERLAND DATE OF DEATH: 01 / 1 7/201 2 101 516.14 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 3728 INITIALS: DMB RECEIVED BY: $16.14 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NATHAN C WOLF ESQ G`E~{ ~ 4-. 10 W HIGH ST ~R ~ALN S' ~~~~ ~ CARLISLE CUM~ER~3A~~~4., PA NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ~ pennsylvania '~ DEPARTMENT OF REVENUE REV-1547 EX AFP (09-12) DATE 02-11-2013 ESTATE OF BROWN ALBERT L DATE OF DEATH 01-17-2012 FILE NUMBER 21 12-0437 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-12-2013 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ~. io ~ ~. ~ ;. - n. %i3 FE5 20 ~t~1 1~ ~~ CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR --------------------------------- YOUR RECORDS ~- ------------------- ------------------ --------------------- REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BROWN ALBERT LFILE N0.:21 12-0437 ACN: 101 DATE: 02-11-2013 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 ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 r.redit to your account, 00 ~>ubmit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) . C3) cif this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 :ax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,0 98.0 0 111 , 210.61 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) ~7) 8. Total Assets t8) 112,308.61 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,124.19 10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 1,b5 7.9 0 11. Total Deductions I11) 16,782.09 12. Net Value of Tax Return (12) 95,526.52 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ( Schedule J) X13} .0 0 14. Net Value of Estate Subject to Tax (14) 95,526.52 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 C15) .0 0 X 0 0 _ .0 0 16. Amount of Line 14 taxable at lineal rate C16) 9~i • ~i7b - ~~ X 045 = 4, 298. S9 17. Amount of Line 14 at sibling rate (17) .0 0 X 12 _ .0 0 18. Amount of Line 14 taxable at collateral rate (18) .0 0 x 15 = .0 0 19. Principal Tax Due ~ 19) = 4 , 298.69 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-12-2012 CD015836 210.53 4,000.00 11-28-2012 CD016842 .00 72.44 INTEREST IS CHARGED THROUGH 02-26-2013 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT 4,282.97 BALANCE OF TAX DUE 15.72 INTEREST AND PEN. .42 TOTAL DUE 16.14 IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.