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HomeMy WebLinkAbout03-08-13i^S~S NOTICE OF INHERITANCE TAX ;'~"~`", pennSV~Van~a APPRAISEMENT ALLOWANCE OR DISALLOWANCE •7 BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION _ r~ ~ REV-1547 EX AFP (09-12) HARRIOSBURG6PA 17128-0601 R((]~ C//O ~~~''``~ j,,. ~ `.}}f''~~~ ~ ~ v E O F I~~i'1ia71 >k V~ 1yF.~ir..~s DAT :%3 ~1P~~ 8 f ~ 1 `~2 CL~~K ~°; DONNA M MULLIN JD~ ~ ~, ~ ~ „-.~~.,"" 211 HOUSE AVE °~' ~~~ L~•~,~3~a CAMP HILL cWA~~yb"1`I'-'326 E 03-04-2013 ESTATE OF RAAB BERNICE J DATE OF DEATH 07-26-2011 FILE NUMBER 21 11-0842 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-03-2013 (See reverse side under Objections) Amount Remitted MAKE 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~ -------------------- ------------------------------------- --------------------------- E -1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: RAAB BERNICE JFILE N0.:21 11-0842 ACN: 101 DATE: Da-n4-~nl~ TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 1,197.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) 00 of this form with your C4) . tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 525,641.00 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) (7) 10,677,523.00 8. Total Assets c8) 11 ,204,361 00 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 282.929.00 L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 17.064.00 11. Total Deductions X11) 299,993.00 12. Net Value of Tax Return 10 904 368 00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) , , . 4 25 096 00 14. Net Value of Estate Subject to Tax C13) _ . X14) 10,479,272.00 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 (15) .00 X 00 - .00 16. Amount of Line 14 taxable at lineal rate C16) 1n.479.777 nn X 045 = 471,567.00 17. Amount of Line 14 at sibling rate (17) DD X 12 = 18 .00 . Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due TAX CREDITS: C19 )= 471,567.00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-24-2011 (0015106 22,500.00 427 500 00 10-25-2012 (0016695 321.87- , . 22,693.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT 472,371.13 BALANCE OF TAX DUE 804.13CR INTEREST AND PEN. .00 TOTAL DUE 804.13CR IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `~~~