HomeMy WebLinkAbout03-08-13NOTICE 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 RECORf?E~ C~f^~~E OF
REGfST~ ~ Gr `~"'!! ! S
i. l:' 1
CHARLES E SHIELDS Ili~~~K ~,
6 CLOUSER RD OFtf ~Q~S~ ~'~,'~"
MECHANICSBURG C(Ja~ELRf~l~~g~., ~-~
~~`~`~~~~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
DATE 03-04-2013
ESTATE OF REPPERT BYRON L
DATE OF DEATH 11-18-2011
FILE NUMBER 21 11-1304
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-03-2013
(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 ---- ~i RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-15 --------
47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REPPERT BYRON LFILE N0.:21 11-1304 ACN: 101 DATE: 03-04-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 14 5,4 00.00
2.
Stocks and Bonds (Schedule B) C2)
238,437.40 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) C4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 102, 979.23
6. Jointly Owned Property (Schedule F) C6) 13,238.77
7. Transfers (Schedule G) C7) 192, 015.09
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 692,070.49
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq)_ 28 5 29 17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,588.35
11. Total Deductions
C11) 30, 117.52
12. Net Value of Tax Return 661
952
97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12)
J) ,
.
00
14.
Net Value of Estate Subject to Tax C13)
(14) 661 , 952.97
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 a nd/or 19 will
reflect figures that include the total of all returns
ASSESSMENT 0 assessed to date.
F TAX:
15. Amount of Line 14 at spousal rate
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
c15) .00 X
(16) A A1 .9r,7 97 x
c17) _ 00 X
C18) . 00 x
00 = .00
045 = 29,787.88
12 = .00
15 = .00
C19)= 29,787.88
DISCOUNT c+~
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-07-2012 I (0015561
12-21-2012 (0016955
337.50
120.83-
i u, o o,. 7 U
6,412.50
11,913.54
TOTAL TAX PAYMENT 29,792.71
BALANCE OF TAX DUE 4.83CR
INTEREST AND PEN. .00
TOTAL DUE 4.83CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. Q~
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