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 p
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 03-04-2013
ESTATE OF PHILLIPS THELMA A
DATE OF DEATH 02-20-2012
FILE NUMBER 21 12-0270
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 ---- ---) RETAIN LOWER PORTION FOR YOUR
-------------------- -------------- RECORDS ~-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEM
ENT, ALLOWANCE _
OR
________
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: PHILLIPS THELMA AFILE N0.:21 12-0270 ACN: 101 DATE: 03-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 103, 000
00
2. Stocks and Bonds (Schedule B) (2) .
,QO NOTE: T
credit o ensure proper
to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4)
.00 of this form with your
tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 28.5 2
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS•
(B) 105 0~9 23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)-_ 31.96 32
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 8.163. 10
11. Total Deductions
12.
Net Value of Tax Return (11) 40,125.42
13
Ch C12) 64,933.81
. aritable/Governmental Bequests; Nonelected 9113 Tr usts (Sched
l
14 u
e J)
C13) - 00
. Net Value of Estate Subject to Tax
(14) 64,933.81
NOTE: If an assessment was issued previously, L ines 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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) A4. 93~.R1 X 045 = 2,922.02
17. Amount of Line 14 at sibling rate (17) 00 X 12 =
18
Amount of Li . .00
. ne 14 taxable at collateral rate (18) 00 X 15 =
19.
Principal Tax Due . .00
TAX CREDITS: c19)= 2, 922.02
r,arntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2012 CD015981 137.25 2,b07.75
12-18-2012 CD016933 .41- 177.52
TOTAL TAX PAYMENT 2,922,11
BALANCE OF TAX DUE .09CR
INTEREST AND PEN. .00
TOTAL DUE .09CR
* 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.
~~
(6) 1,230.71
v) .00