HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
SETH T MOSEBEY
10 E HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REC0PRD C
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REC! _.
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0 L E R K G
CUMBERLAND
y pennsylvania
DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF GRIFFIE MARLIN J
DATE OF DEATH 01 -09 -2012
FILE NUMBER 21 12-0091
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -17 -2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -) RETAIN
LOWER PORTION
FOR YOUR RECORDS
(8)
112,652.31
APPROVED
REV 1547 EX AFP (12 -11) NOTICE OF INHERITANCE
TAX
APPRAISEMENT, ALLOWANCE
OR
9.
DISALLOWANCE
OF DEDUCTIONS
AND ASSESSMENT OF
TAX
10.
Debts /Mortgage Liabilities /Liens (Schedule I)
ESTATE OF: GRIFFIE MARLIN
JFILE NO.:21
12 -0091 ACN:
101
DATE:
03 -18 -2013
TAX RETURN WAS:
( X) ACCEPTED AS FILED C ) CHANGED
12.
Net Value of Tax Return
APPRAISED VALUE OF RETURN BASED ON:
SUPPLEMENTAL
RETURN NO. 01
Charitable /Governmental Bequests; Non - elected 9113
Trusts
(Schedule J) C13)
1. Real Estate (Schedule A)
14.
(1) 110, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
266,028.35
(2)
.00
credit
to your account,
and /or 19 will
reflect figures that include the total
00
submit
the upper portion
3. Closely Held Stock /Partnership Interest (Schedule C)
C3)
f th"
f 'th
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)
(4)
.00
(5) 2,652.31
(6) .00
C7) .00
o is orm wi your
tax payment.
S.
Total Assets
DISCOUNT C +)
INTEREST /PEN PAID ( -)
(8)
112,652.31
APPROVED
DEDUCTIONS AND EXEMPTIONS:
35,000.00
12-17-2012
CDO16931
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule
H)
(9) 44,279.25
10.
Debts /Mortgage Liabilities /Liens (Schedule I)
(10) 00
11.
Total Deductions
(11)
44,279.25
12.
Net Value of Tax Return
(12)
68,373.06
13.
Charitable /Governmental Bequests; Non - elected 9113
Trusts
(Schedule J) C13)
.00
14.
Net Value of Estate Subject to Tax
(14)
266,028.35
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
(15)
.00 X 00
= .00
16.
Amount of Line 14 taxable at lineal rate
C16)
-nn x 045
= .00
17.
Amount of Line 14 at sibling rate
C17)
n0 X 12
= .00
18.
Amount of Line 14 taxable at collateral rate
(18)
266,028.35 X 15
= 39,904.25
19.
Principal Tax Due
(19)=
39,904.25
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
03 -30 -2012
CDO15768
1,842.11
35,000.00
12-17-2012
CDO16931
17.33-
3,421.84
TOTAL TAX PAYMENT 40,246.62
BALANCE OF TAX DUE 342.37CR
INTEREST AND PEN. .00
TOTAL DUE 342.37CR
* 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.