HomeMy WebLinkAbout02-19-13NOTICE OF INHERITANCE TAX ~ pennsylvani:
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENT Of REVENUE
BUREAU DF INDIVIDUAL TAxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX OIVIS ION REV-1547 IX AFP (D9-12)
PD 80X 28D601
HARRI88URG PA IT128-D601
RECORDCD OFF)CE OF DATE 02-11-2013
REGiS+r~~ Ot '7~~~$ ESTATE OF JARDINE J D
DATE OF DEATH 02-21-2012
2013 FEB 19 ~i: i.. .J FILE NUMBER 21 12-0444
COUNTY CUMBERLAND
GEORGE F DOUGLAS III ESQ CLERK Oi~ ACN 101
354 ALEXANDER SPRING RD APPEAL DATE: 04-12-2013
CARLISLE PA 170~~E~~s, ~D~Y~T (Seer¢versecedeunderObjectlans)
CUMBERLAND Cv., p^'• Asount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SflUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR YOUR RECDRDS !--
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JARDINE J DFILE N0.:21 12-0444 ACN: 101 DATE: 02-11-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 84,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .OD credit to your account,
QD submit the upper portion
3. Closely Held Stock/Partnership Interest (Schetlule C) (3) of this Form with your
4. Mortgages/Notes Receivable (Schetlule ID [4) •DD fax payment.
5. Cash/Bank Deposits/Misc. Personal Property <SChetlule E) (5) 'D~
6. Jointly Ownetl Property (Schedule F) (() 7,800.00
7. Tran sf ors (Schedule G) (7) 173,353.97
e. Total Assets (e) 265.653.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (SChetlule H) (9) 14.761.24
10. Debts/Mortgage Liabllities/Liens (Schetlule I) (30) .00
11. Total Deductions (lll 14,761.24
12. Net Value of Tax Return (12) 25D,892.73
13. Charitable/Governmental Bequests{ Non-elected 9L 13 Trusts (Schedule J) (13) .00
14. Nat Value of Estate Subject to Tax (14) 25D,892.73
NOTE: Tf an assessaent was issued previously, Lines 14, 15, 16> 17, 18 and/ar 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
16. Amount of Line 14 taxable at lineal rate
17. Amount of Lina 14 at sibling rake
18. Amount of Line 14 taxable at collateral rake
19. Pri n<ipal Tax Due
TAX CREDITS:
(ts) 158,592.73 x 00 = .00
cts) Rv.~nn.nn x 045 = 4,036.50
(17) 2.4n0.00 x 12 - 312.00
(1 e) .00 x 15 = .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-17-2012 CD015 88 190.13 3,612.38
11-27-2012 CD016837 .O1- 546.00
02-04-2013 SBADJUST .00 .26
TOTAL TAX PAYMENT 4,348.50
BALANCE OF 7AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIDNS.
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