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
,,ZEUit .
R 1 i w J
PAUL L ZEIGLER CLER=K s.
300 BRIDGE ST 2plD,��[� , v
PO BOX B V�{ t
NEW CUMBERLAN&UMWP1W1C(i256 '.'
i = pennsylvania
DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF CONNOLLY JAMES H
DATE OF DEATH 04 -09 -2012
FILE NUMBER 21 12 -0544
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: CONNOLLY JAMES HFILE NO.:21 12 -0544 ACN: 101 DATE: 03 -18 -2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock /Partnership Interest (Schedule C)
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H)
10. Debts /Mortgage Liabilities /Liens (Schedule I)
(1)
212, 000.00
C2)
.00
(3)
00
(4)
00
(5)
309,645.25
(6)
.00
C7)
.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 521,645.25
C9) 70,317.61
(70) 7,276.32
11. Total Deductions
12. Net Value of Tax Return
13. Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(11) 77,593.93
(12) 444, 051 .32
(13) .00
(14) 444,051.32
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.
CDO17011
ASSESSMENT OF TAX:
19,982.31
15. Amount of Line 14 at spousal
rate
C15)
.00 X
00 =
.00
16. Amount of Line 14 taxable at
lineal rate
(16)
444.nF:1 -37 X
045 =
19,982.31
17. Amount of Line 14 at sibling
rate
C17)
nn X
12 =
.00
18. Amount of Line 14 taxable at
collateral rate
(18)
00 X
15 =
.00
19. Principal Tax Due
C19)=
19,982.31
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
01 -07 -2013
CDO17011
.00
19,982.31
TOTAL TAX PAYMENT 19,982.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. ° 4