HomeMy WebLinkAbout03-13-13 (2)BUREA4~ ~+IVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRISBURG PA 17128-0601
RYAN R GAGER ESQ.
FL 7
2 N 2ND ST
HARRISBURG
NOTICE OF INHERITANCE TAX ~ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (o9-lz)
DATE 02-26-2013
RECORDED OFFICE OfesTaTE OF SIPOS BETTY J
REGISTER OF Wtl.LS DATE OF DEATH 10-07-2010
FILE NUMBER 21 10-1134
c'Oi3 ~flft 13 Pfd 11 2~CNNTY lO1BERLAND
- APPEAL DATE: 04-27-2013
CLERK O F (See reverse side under Objections
PA 17io~Bd~ANS' COURT Awtount Reaitted
CUMBERLAND CO., PAIAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APP --------------------------------------
RAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIPOS BETTY JFILE N0.:21 10-1134 ACM: 101 DATE: 02-26-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat• (Schedule A) (1) 394,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule Cl
(3) . 00 submit the upper portion
of this form with your
4. Mort pages/Notes Receivable (Schedule D) ~ (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 65,569.16 _
6. Jointly owned Property (Schedule F) (6) 57,195.50
7. Transfers (Schedule G) C7) .00
e. Total Assets (e) 516.764.66
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) (g) 65.904.55
1D. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.517.26
11. Total Deductions C11) 69,421.81
12. Net Value of Tax Return C12) 447,342.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (lg) .00
14. Net Value of Estat• Subject to Tax C14) 447.342.85
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 (15) 270, 923.81 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) 919. 419_nG x 045 = 9,873.86
17. Amount of Line 14 at sibling rate (17) _ -~~ X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Taz Due C19 )° 9,873.86
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
- -2010 CD 13759 3 .71 7,480. 2
an,crtcai 1a 1.17ARbtL ~nN,uu~n us-13-2013
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,874.23
BALANCE OF TAX DUE 1,999.63
INTEREST AND PEN. 100.84
TOTAL DUE 2,100.47
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUES n _
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. W-'~ /)