HomeMy WebLinkAbout02-22-13-- NOTICE OF INHERITANCE TAX ~ pE'1111SJ/~Vat11a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP C09-12)
PO BOX 280601 ~~~~~~~~ ~~~~~~ ~~
HARRISBURG PA 17128-0601
~~~~5~~ ~~ ~~~-~-~ DATE 02-18-2013
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4705 DUKE ST
HARRISBURG PA 17109-3041
ESTATE OF COLLINS LOIS S
DATE OF DEATH 03-09-2012
FILE NUMBER 21 12-0384
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-19-2013
(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 ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COLLINS LOIS SFILE N0.:21 12-0384 ACN: 101 DATE: 02-18-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C1
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
c2) .00
c3) .00
c4) .00
C5) 80,799.15
C6) .00
C7) 10, 015.77
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cs) 90 , 814.92
cy) 9 , 441.08
Clo) .00
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
C11) 9,441.08
C 12) 81 , 373.84
C13) • 00
C14) 81 , 373.84
Lines 14, 15, 16, 17, 18 and/or 19 will
of all returns assessed to date.
C15) .00 X 00 = .00
C16) R1 •373 _ R4 x 045 = 3, 661 .82
C17) - nn x 12 = . 00
C18) .00 x 15 = .00
C19)= 3, 661 .82
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-31-2012 CD016054 183.09 3,500.00
02-11-2013 REFUND .00 21.27-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,661.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.