HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvania :'
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX T
INHERITANCE TAX DIVISION REV-1547 EX AFP (09.12)
PO BOX 280601
HARRISBURG PA 17126-0601
RECORDED .fCE OF DATE 03-11-2013
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RE RDtr ESTATE OF ROTZ WAYNE A
z, �-n.ilr DATE OF DEATH 03-17-2012 21 12-0385
FILE COUNTY CUMBERLAND
CUMBERLAND
HAMILTON C DAVIS ACN 101
STE 6 CLERK - APPEAL DATE: 05-10-2013
20 E BURD STORPHANS. _ (See reverse side under Objections)
SHIPPENS B UO®M BE„P�A, .1 T257 1328 Amount Remitted, -----^-�
tS A19/ ' PA 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 t--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR j
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROTZ WAYNE AFILE NO. :21 12-0385 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 46,000.00 NOTE: To ensure proper j
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
00 submit the upper portio
S. Closely Held Stock/Partnership Intorest (Schedule C) (3) . of this form with your
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4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schadule E) (5) 7,833.52
6. Jointly Owned Property (Schedule F) (6) 25,965.16
7. Transfers (Schedule G) (7) 5,793.23 j
S. Total Assets (a) 85,591 .91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 4,538.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 4.232.47
11. Total Deductions (11) 8,770.47
12, Net Value of Tax Return (12) 76,821 .44
13. Charitable/Governmental Bequests; Non-electod 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 76,821.44
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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 (16) 76.821 .6G x 045 = 3.456.96
17. Amount of Line 14 at sibling rate (17) -nn X 12 .00
I8. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .DO
19. Principal Tax Due (19)= 3,456.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
1 -11-20 2 CD 16910 .00 3,456.96
TOTAL TAX PAYMENT
3,456.96
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
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* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR). YOU MAY BE}` A
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.