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HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128 -0601 R E C 0 RID. REC1S, �. { 8 KEITH A BRENNEMAN ESQ C LE ,E 44 W MAIN ST ORPHANS' MECHANICSBURG „P,A. x.4„55¢2,9 pennsylvania - - - -f DEPARTMENT OF REVENUE REV -1547 EX AFP (09 -12) DATE 03 -18 -2013 ESTATE OF RICHWINE CHESTER L DATE OF DEATH 12 -30 -2011 FILE NUMBER 21 12 -0235 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 - --------- ----- --------- - ----- ------- ------ -------- REV -1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX DISALLOWANCE OF DEDUCTIONS ESTATE OF: RICHWINE CHESTER LFILE NO.:21 FOR YOUR RECORDS ---- ----- ------------------------------- APPRAISEMENT, ALLOWANCE AND ASSESSMENT OF TAX 12 -0235 ACN: 101 OR DATE: 03 -18 -2013 AMOUNT PAID TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED 12. 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) .00 credit to your account, (14) 00 submit the upper portion 3. Closely Held Stock /Partnership Interest (Schedule C) C3) 18 and /or 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) 56,226.31 6. Jointly Owned Property (Schedule F) (6) .00 53,318.66 X 7. Transfers (Schedule G) (7) .00 (16) 8. Total Assets .00 C8) 56,226.31 APPROVED DEDUCTIONS AND EXEMPTIONS: 12 = .00 18. 9. Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H) (9) 2,907.65 .00 10. Debts /Mortgage Liabilities /Liens (Schedule I) (10) .00 (19)= 11. Total Deductions DISCOUNT ( +) INTEREST /PEN PAID ( -) AMOUNT PAID (11) 2,907.65 12. Net Value of Tax Return (12) 53,318.66 13. Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 53, 318.66 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) 53,318.66 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -()(I x 045 = .00 17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT ( +) INTEREST /PEN PAID ( -) AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE `•; A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.