HomeMy WebLinkAbout03-08-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
suREau of INDIVIDUAL TaxES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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REG;S~~ Ot t ~~S
L,~~3 i i~~ 8 ~f~ 1 `13
BETSY C NEILSON CLERK {~i'
5257 TERRACE R~R~~~~C~• ~~~~~
MECHANICSBURC~~M,.I~}A"i~p5,p ,6,g13..,~
C1) .00 NOTE: To ensure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) 00 tax payment.
c5) 72,713.00
c6) .00
c7) 29,849.49
CUT ALONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YOUR RECORDS F~
-------------------- ----------------------- ________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEILSON JAMES DFILE N0.:21 12-0454 ACN: in) nerF. nz_ni_~nlz
TAX RETURN WAS: (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 L-iabilities/Liens (Schedule I)
~ -~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
cs) 102.56
c9) 7.8 9.50
clo) 31,544 8
11. Total Deductions
C11) 39,403.78
12. Net Value of Tax Return 63
158
71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) ,
.
00
14.
Net Value of Estate Subject
to Tax C13)
(14) 63, 158.71
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 C15) 33,309.22 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 79 . R49 G9 x 045 = 1 , 343.23
17. Amount of Line 14 at sibling rate (17) ~0 X 12 =
18
Amount
f - .0 0
. o
Line 14 taxable at collateral rate C18) 00 X 15 =
19.
Principal Tax Due . .00
TAX CREDITS: (19)=
1,343.23
rArntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
19-1~.-9n17 rnn~i....-.
J Y J .
TOTAL TAX PAYMENT 1,343.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 03-04-2013
ESTATE OF NEILSON JAMES D
DATE OF DEATH 03-17-2012
FILE NUMBER 21 12-0454
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 SgUARE
CARLISLE PA 17013