HomeMy WebLinkAbout02-19-13NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL iaXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OF~'!r,= OF
REC~sY~~ aF ~~.€_..s
ZOi3 FEB 19 (f'I .; 43
DAVID H STONE ESQ
414 BRIDGE ST CLERK Vii:.
NEW CUMBERLAND PA ~~pA1Da7.7C~~R~
CUlASERLAND CO., ^R
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12J
DATE 02-11-2013
ESTATE OF KENEE YERA B
DATE OF DEATH 04-04-2012
FILE NUMBER 21 12-0430
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-12-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECDRDS f-
REV-1547 EX AFP (12-11J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF: KENEE YERA BFILE N0.:21 12-0430 ACN: 101 DATE: 02-11-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SChetlu le A) (1) •00 NOTE: To ensure proper
2. Stocks and Bon tls CSchetlu le B) Q)
.00
cretllt to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes RaceivaDle (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 144,555.32
6. Jointly Dwnetl Property [Schedule F) (67 .00
7. Transfers (Schedule G) (7) 239,211.79
e, total Assets (8) 383.767.11
APPROV ED DEDUCTIONS AND EXENPTIDNS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29.758.60
10. Debts/MOrt9age Liabilities/liens (Schedule I) (107 3.168.86
11. Total Deductions (11) 32,927.46
12. Net Value of Tax Return (12) 350.839.65
13. Charitable/Governmental Bequests; Non-electatl 9113 trusts (SChetlula J) (13) .OD
14. Net Value of Estate Subject to Tax C14) 350,839.65
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 antl/or 19 will
reflect fiDUres that include the total of all returns assessed to date.
ASSESSMENT DF TAX:
15. Amount of Line 14 at spousal rate C15) .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) -nD X 045 = .00
17. Amount of Line 14 at sibling rata !17) -nn X 12 - .DO
18. Amount of Lina 14 taxable at collateral rake C18> 350,839.65 X 15 52,625.95
19. Principal Tax Due (19)= 52,625.95
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-26-2012 (0016177 3.68 18,500.00
06-26-2012 (0016178 828.95 15,750.00
Ob-26-2012 (0016179 828.67 15,750.00
02-04-2013 REFUND .00 5.35-
TOTAL TAX PAYMENT 52,625.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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