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 260601
HARRISBURG PA 17128-0601
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,i ~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 03-04-2013
ESTATE OF MOWERY MARJORIE W
DATE OF DEATH 05-08-2012
FILE NUMBER 21 12-0580
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 f~
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REV-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
_________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOWERY MARJORIE WFILE N0.:21 12-0580 ACN: 101 DATE: 03-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2.
Stocks and Bonds (Schedule B) ~2)
206,204.79 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)
00 of this form with your
(4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 110,049.05
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 317, 176.52
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: ca) 633,430 36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 13 4 51 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (lp)- 3.078.09
11. Total Deductions
12.
Net Value of Tax Return X11) 16,529.64
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule X12)
J) 616,900.72
00
14.
Net Value of Estate Subject to Tax C13)
C14) 616,900.72
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 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 C16)- AIA- 900 79 X 045 = 27,760.53
17. Amount of Line 14 at sibling rate C17) 00 X 12
18.
Amount of Line 14 taxable at collateral rate C18) -
00 x 15 .0 0
=
19.
Principal Tax Due . .00
TAX CRE
DITS: c19)= 27,760.53
rHrmtni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-27-2012 (0016318 1,368.42 26,000.00
12-11-2012 (0016908 .00 392.11
TOTAL TAX PAYMENT 27,760.53
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. nn
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