HomeMy WebLinkAbout02-19-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0681
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RECORDED OF'1CE OF
REGISTER OF 'riLLS
1613 FE8 19 A,~l 1 32
LISA MARIE COYNE ESQ
3901 MARKET ST CLERK OF
CAMP HILL PAO#b(~HlAN~'2GOURT
CUMBERLAND CO., PA
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D EPARTMENT OF REVENUE
REV-154] EX AFP (09-12)
DATE 02-11-2013
ESTATE OF CASSELL DONALD E
DATE OF DEATH 10-L1-2010
FILE NUMBER 21 10-1058
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
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPR AISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: CASSELL DONALD EFILE N0.:21 LO-1058 ACM: 101 DATE: 02-11-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 70,000.00
NOTE: To ensure proper
2. Stocks antl Bonds (Schedule B) (p7 125,645.34 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .00 submit the upper po rt io'.
of khis form with your
4. Mortgages/Notes Receivable (Schetlule D) (4) 48.7$7.40 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schetlule E) (5) 241,196.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 29,332.13
e. Total Assets (e) 514.961.20
APPRDV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schetlule H) (g) 69.995.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 1 p) 2.441.65
11. Total Deductions (11) 72,437.02
12. Nat Value of Tax Return C12) 442.524.18
13. Charitable/Governmental Bequests; Non-electetl 9113 Trusts (Schetlule J) (13) 3.000.00
14. Net Value of Estate Subject to Tax (14) 439.524.18
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at spousal rake (15) .00 7( 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) G?:9. ri2G-1R X 045 = 19,778.59
17. Amount of Line 14 at sibling rate (17) -00 X 12 - .00
18. Amount of Lina 14 taxable at collateral rata (18) .00 X 15 = .QQ
19. Principal Tax Due (19 )= 19.778.59
TAX CR EDITS:
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
OL-10-2011 CD013881 988.93 30,000.00
T07AL TAX PAYMENT 30,988.93
BALANCE OF TAX DUE 11,210.34CR
INTEREST AND PEN. .00
TOTAL DUE 11,210.34CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), VOU MAV BE DUE LL
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. BEE REVERSE SIDE FOR INSTRUCTIONS. +7~!~