HomeMy WebLinkAbout02-19-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL raxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 1]128-0601 RECORD c" D O F F!C E O F
REGISTER OF t~ll~ k.S
1013 FE8 19 A~~i ll 32
ELYSE E ROGERS ESp'LERK CF
srE 4DD ORPHANS' COURT
635 N 12TH s~UMBERLAND CD., PA
LEMOYNE PA 17043-1247
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-1D
DATE 02-11-2013
ESTATE OF ALTHOUSE JANET S
DATE OF DEATH 10-01-2011
FILE NUMBER 21 11-1169
COUNTY CUMBERLAND
ACN LO1
APPEAL DATE: 04-12-2013
(See reverse side under Objecfions)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF 7AX
ESTATE OF: ALTHOUSE JANET SFILE N0.:21 11-1169 ACN: 101 DATE: D2-11-2013
TAX RETURN WAS: ()() ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (SChetlule A) (1J .00
2. Stocks and Bonds (Sehatlule B) (2) 443,463.71
3. Closely Heltl Stock/Partnership Interest (Schedule C) (3) .DO
4. Mortgages/Notes Receivable (Schedule D) (4) .OO
5. Cash/Bank Deposits/Misc. Personal Property (SChetlule E) (5) 50,990.73
6. Jointly Owned Property (Schedule F) (5) .00
7. Transfers (Schedule G) (7) 4,649,953.04
NOTE: To ensure proper
credit to your account,
submik the upper portf oe
of this farm with your
tax payment.
8. Total Assets (8) 5.144.407.48
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 45.0 07.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.4 15.09
11. Total Deductions (11) 47x422.16
12. Net Value of Tax Rakurn C12) 5,096,985.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7 (13) 45.699.53
14. Net Value of Estate Subject to Tax (14) 5,051,285.79
NOTE: If an assessment was issued previously, Lines 14, 15. 16, 17, 18 antl/or 19 will
reflect fi8ures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .OO X 00 - .OO
16. Amount of Line 14 taxa63e at lineal rate (16) F.061 .7R r,.RO X 045 = 227,307.86
17. Amount of Line 14 at sibling rate (17) -00 X 12 - .OO
18. Amount of Line 14 taxable ai collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 227,307.86
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-28-2011 CD015390 11,365.39 216,250.00
TOTAL TAX PAYMENT 227,615.39
BALANCE OF TAX DUE 307.53CR
INTEREST AND PEN. .00
TOTAL DUE 307.53CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE Di'~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. "_