HomeMy WebLinkAbout02-22-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAxES OF DEDUCTIONS "AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128-0601 R~VtiI1~~ ~~'~'~~~ 4~
REGIST€R C~ ~~~~~.LS
?ui3 FEB 22 F~~ 12 `~
DAVID A PHILLIPS CLE~K ~`
STE 200 ORPHANS' C~~~T
5006 E TRIND~~~ERLAI~~ C4.,
MECHANICSBURG PA 17050-3647
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
DATE 02-18-2013
ESTATE OF FELDMAN RENEE R
DATE OF DEATH 03-30-2012
FILE NUMBER 21 12-0416
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FELDMAN RENEE RFILE N0.:21 12-0416 ACN: 101
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OR
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) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 4,7 6 8.0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) - (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,6 9 2.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 382, 146.00
8. Total Assets cs) 399 , 606.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9,161.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 20,559.00
11. Total Deductions C11) 29,720.00
12. Net Value of Tax Return C12) 369,886.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 15.0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 354,886.00
NOTE: If an assessment was issued previously, Lines 14, 15, 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) 3S4 . RRb _ 00 X 045 = 15, 970.00
17. Amount of Line 14 at sibling rate C17) •0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19 )= 15, 970.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-26'-2012 CDOlb171 789.47 15,000.00
12-07-2012 CDO1b890 .00 181.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 15,970.47
BALANCE OF TAX DUE .47CR
INTEREST AND PEN. .00
TOTAL DUE .47CR
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.