HomeMy WebLinkAbout02-19-13NOTICE OF INHERITANCE 7AX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
BUREAU DF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX OIY ISION
PO BOX 280601
NARRI SBURG PA 17128-0601
RECQRCED prFIGE 4F
REGISIE~i t~F 1^;rli i.S
2013 FEB 19 ~;'~ { x 33
JEFFREY A ERNICO ESQ
3401 N FRDNT ST CLERK Oi=
PO BOX 5950 ORPHANS C
HARRISBURG CPi~B~f~L~aN~~~R PQ
pennsylvani
DEPARTMENT OF REVENUE
REY 4547 IX AFP 109-12)
DATE 02-11-2013
ESTATE OF SMITH LDUISE A
GATE OF DEATH 10-27-2011
FILE NUMBER 21 12-0584
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-12-2013
(See reverse side under Objections
Anount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-~- RETAIN LOWER PORTION FDR YOUR RECORDS !~
REV-1547 EX AFP U.2-11) NOTICE OF INHERITANCE TAX APPRAISEM EN7. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SMITH LOUISE AFILE N0.:21 12-0584 ACN: 101 DATE: 02-11-2013
TAX RETURN WAS: C X] ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RET URN
L. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
[2) 12,388.54 credit to your account.
2. Stocks and Bonds (Schedule B) su6mif the upper portion
3. Closely Heltl Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/NOkes Receivable (Schedule D) C4) .OU tax payment.
102,729.60
5. Lash/Bank DeDOSits/Misc. Personal Property iSchetlule E) (5)
.00
6. Jointly Owned Property CSchedule F) (a7
.00
7. Transfers !Schedule G) (77
e. Total Assets i9)
APPROVED DEDUCTIONS AND EXEMPTIONS:
Funeral Expenses/Adm. Cosf s/Misc. Expenses CSchedule
9 H) (g) 7.978.74
.
30. DebtslMortga 9e LSabilitieslLiens (Schedule I) C10) 1.324.50
11. Total Deductions ill) 9.303.24
12. Net Value of Tax Return (127 105,814.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (137 10.181.50
14. Net Value of Estate Subiect to Tax (147 95,633.40
NOTE: If an assessment was issued previously, Lines 14, I5. 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) .OD 7( DO = .00
16. Amount of Line 14 taxable at lineal rate i16) 9~.•A33-G1 X 045 = 4.303.50
17. Amount of Line 14 at sibling rata C17) -00 g 12 = .DO
18. Amount of Line 14 taxable at collateral rate (16) .00 X 15 = .00
19. Principal Tax Due n9)= 4,303.50
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT Ca)
INTEREST/PEN PAID C-) AMOUNT PAID
11-21-201 CD016823 40.9 - 4.344.43
02-04-2013 SBADJUST .00 .36
TOTAL TAX PAYMENT 4,303.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR)• VOU MAY BE D E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.
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