HomeMy WebLinkAbout02-22-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXESRc~~e~,8~ Q~ AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION [iGG /~ ~~~11+•~•~ g~ C1~""~"''~
HARRISBURG6PA 17128-0601 REGIS t,~~,,,C~ ~F ~3~~~,,,~,,,~
113 FFB 22 ~~ ~2 y'
CLERK ~
4RFNANS' C~~r~ i
JOYCE I HEMPERL~I~~~ERLA~E} ~~., ~~,
33 DILLER DR
SHIPPENSBURG PA 17257-9709
C1) .00
c2) .00
C3) .00
C4) .00
c5) 4,448.48
C6) .00
c7) .00
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: LEES ROBERT LFILE N0.:21 12-1159 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 C)
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)
pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP C09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 4 , 448.48
C9) 1 , 092.50
clo) 162.35
11. Total Deductions C11) 1,254.85
12. Net Value of Tax Return C12) 3, 193.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2 5 0.0 0
14. Net Value of Estate Subject to Tax C14) 2 s 943.63
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) 1 • ~+~) -~~ x 045 = 66.23
17. Amount of Line 14 at sibling rate C17) 1 . 471 . Sl X 12 = 176 . b2
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 242.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-28-2012 CDOlb866 12.14 230.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 02-18-2013
ESTATE OF LEES ROBERT L
DATE OF DEATH 09-09-2012
FILE NUMBER 21 12-1159
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
TOTAL TAX PAYMENT 242.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.