HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
ROBERT P KLINE
714 BRIDGE ST
PO BOX 461
NEW CUMBERLAND
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
- - - -- REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF BRINLEY PHOEBE A
DATE OF DEATH 03 -08 -2012
FILE NUMBER 21 12 -0317
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
REV 1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRINLEY PHOEBE AFILE NO.:21 12 -0317 ACN: 101 DATE: 03 -18 -2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 160,000.00 NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
DISCOUNT ( +)
INTEREST /PEN PAID ( -)
(2)
2,552.03
credit to your account,
578.95
11,000.00
01 -08 -2013
CDO17022
00
submit the upper portion
3.
Closely Held Stock /Partnership Interest (Schedule C)
.00
(3)
of this form with your
4.
Mortgages /Notes Receivable (Schedule D)
C4)
•00
tax payment.
5.
Cash /Bank Deposits /Misc. Personal Property (Schedule
E)
(5)
22,003. 05
6.
Jointly Owned Property (Schedule F)
(6)
.00
7.
Transfers (Schedule G)
(7)
100,291.01
8.
Total Assets
(8)
284,846.09
APPROVED
DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule
H)
(9)
24,527.09
10.
Debts /Mortgage Liabilities /Liens CSchedule I)
(10)
432.87
11.
Total Deductions
(11)
24,959.96
12.
Net Value of Tax Return
(12)
259,886.13
13.
Charitable /Governmental Bequests; Non - elected 9113 Trusts
CSchedule
J) (13)
.00
14.
Net Value of Estate Subject to Tax
(14)
259,886.13
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)
259 .
RRA . 7 3 X 045
= 11,694.88
17.
Amount of Line 14 at sibling rate
(17)
.0 0 X 12
= .00
18.
Amount of Line 14 taxable at collateral rate
C18)
.00 X 15
= .00
19.
Principal Tax Due
(19)=
11,694.88
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
06 -06 -2012
CDO16070
578.95
11,000.00
01 -08 -2013
CDO17022
.00
115.93
03 -11 -2013
SBADJUST
.00
.29
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 11,694.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.