HomeMy WebLinkAbout03-08-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX ~~ys Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
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DATE 03-04-2013
ESTATE OF LEVINE MARY
DATE OF DEATH 08-15-2012
FILE NUMBER 21 12-0962
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 t-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANC
-------------
E OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEVINE MARY FILE N0.:21 12-0962 ACN: 101 DATE: 03-04-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VA
LUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B)
C2) 1,506,483.25 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C4) .
(5) .00 tax payment.
6. Jointly Owned Property (Schedule F) C6) 30,852.78
7. Transfers (Schedule G) 00
8. Total Assets (7) .
APPROVED DEDUCTIONS AND EXEMPTIONS: ca) 1. 37,336 0;
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C
54
06 50
10. Debts/Mortgage Liabilities/Liens (Schedule I) g)
.
13
.79 7 19
(10)
11. Total Deductions
12. Net Value of Tax Return cll) 67,859.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
(12)
(Sched
l 1 , 469, 476.34
14. Net Value of Estate Subject to Tax u
e J)
C13) 00
I14) 1 , 469, 476.34
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19
reflect figures that include the total of all
returns will
ASSESSMENT OF TAX: assessed to date.
15. Amount of Line 14 at spousal rate (15) .00
00 =
16. Amount of Line 14 taxable at lineal rate C16) X
7 .459.476 3
045 .0 0
=
17. Amount of Line 14 at sibling rate X 65,676.44
(17)
18. Amount of Line 14 taxable at collateral rate C18) .00 X 12
10
000
00 X 15 =
= • 00
19. Principal Tax Due ,
. 1,500.00
TAX CREDITS:
c19
)= 67, 176.44
~~*n~ni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-14-2012 CD016777 3,157.89 60,000.00
12-17-2012 CD016932 .00
4,018.64
TOTAL TAX PAYMENT 67,176.53
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.
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