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 17128-060 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~~
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c1) 411,000.00
C2) .00
C3) .00
C4) .00
C5) 31 , 186.16
t6) .00
C7) b8,330.83
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _____
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVANS WILLIAM IFILE N0.:21 08-0979 ACN: ins nerF. n7_,u_~n,z
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 EX AFP C09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 510 , 516.99
t9) 97 , 274.13
Clo) 48,979..32
11. Total Deductions C11) 146,253.45
12. Net Value of Tax Return C12) 364,263.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 5 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 363, 763.54
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) -~ n X 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate C17) 3b3 . 763. 4 X 12 = 43, 651.62
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 43, 651 .62
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-06-2012 CD016883 5,286.07- 48,937.b9
1SALANI;t ur UNF'AtD INTEREST/PENALTY AS OF 12-07-2012 TOTAL TAX PAYMENT 43,651.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. 117.91
TOTAL DUE 117.91
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
DATE 02-18-2013
ESTATE OF EVANS WILLIAM I
DATE OF DEATH 09-2b-2008
FILE NUMBER 21 08-0979
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 SgUARE
CARLISLE PA 17013