HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAX pennsylvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV -1547 IX AFP (09 -12)
PO BOX 280601
HARRISBURG PA 17128 -0601
REPS` _ DATE 03 -18 -2013
ESTATE OF MECK LOIS G
DATE OF DEATH 01 -24 -2012
?'.Q FIRR l8 Ft �J FILE NUMBER 21 12 -0155
I1 COUNTY CUMBERLAND
JOHN F MECK E_ S,9 ACN 101
# 44TH GLEE\ 0°
APPEAL DATE: 05 -17 -2013
600 G RSR -' HAIN S' C C' J R ( See reverse side under Objections)
PITTOMBERLANC. PAC,} 19 -2702 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 f-
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REV-1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MECK LOIS GFILE NO.:21 12 -0155 ACN: 101
OR
DATE: 03 -18 -2013
DISCOUNT C +)
INTEREST /PEN PAID ( -)
TAX RETURN WAS: ( X) ACCEPTED AS FILED
C )
CHANGED
2,880.86
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1.
Real Estate (Schedule A)
(1)
•00
NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
(2)
597,380.31
credit to your account,
00
submit the upper portion
3.
Closely Held Stock /Partnership Interest (Schedule C)
(3)
of this form with your
4.
Mortgages /Notes Receivable (Schedule D)
(4)
•00
tax payment.
5.
Cash /Bank Deposits /Misc. Personal Property (Schedule E)
(5)
165, 188.32
6.
Jointly Owned Property (Schedule F)
C6)
.00
7.
Transfers (Schedule G)
C7)
541,773.71
8.
Total Assets
(8)
1,304,342.34
APPROVED
DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H)
C9)
12,342.16
10.
Debts /Mortgage Liabilities /Liens CSchedule I) (10)
11,617.40
11.
Total Deductions
(11)
23,959.56
12.
Net Value of Tax Return
C12)
1,280,382.78
13.
Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule
J) C13)
.00
14.
Net Value of Estate Subject to Tax
C14)
1,280,382.78
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)
1-28Q.392.79
X 045
= 57,617.23
17.
Amount of Line 14 at sibling rate C17)
00 X 12
= .00
18.
Amount of Line 14 taxable at collateral rate C18)
.00 X 15
= .00
19.
Principal Tax Due
C19)=
57,617.23
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
04 -24 -2012
CDO15886
2,880.86
55,100.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 57,980.86
BALANCE OF TAX DUE 363.63CR
INTEREST AND PEN. .00
TOTAL DUE 363.63CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.