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
RECD 'v3 F 0'E
3 FIRR 18 Ell 8 25
JAY S CARLIN ((� <s =� r
CL�a�i�'c VI
2106 RIDGE RD
CAMP HILL UP'1�/1�
CUMBERLAINT PA
iff,pennsylvania
DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF CARLIN GERALDINE W
DATE OF DEATH 05 -12 -2012
FILE NUMBER 21 12 -0594
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 �•
-
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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: CARLIN GERALDINE WFILE NO.:21 12 -0594 ACN: 101
OR
DATE: 03 -18 -2013
DISCOUNT ( +)
INTEREST /PEN PAID ( -)
TAX RETURN WAS: C X) ACCEPTED AS FILED
C
) CHANGED
5,271.00
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
Net Value of Tax Return
1.
Real Estate CSchedule A)
(1)
142,000.00
NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
(2)
.00
credit to your account,
14.
Net Value of Estate Subject
to Tax
00
submit the upper portion
3.
Closely Held Stock /Partnership Interest (Schedule C)
(3)
NOTE:
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)
10,152.00
ASSESSMENT OF TAX:
6.
Jointly Owned Property (Schedule F)
(6)
.00
7.
Transfers (Schedule G)
(7)
.00
.00 X
8.
Total Assets
16.
C8)
152,152.00
APPROVED
DEDUCTIONS AND EXEMPTIONS:
045 =
6,610.00
17.
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H)
(9)
5,011.00
12 =
10.
Debts /Mortgage Liabilities /Liens (Schedule I) (10)
Amount of Line 14 taxable at
260.00
(18)
11.
Total Deductions
DISCOUNT ( +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
01 -08 -2013
(11)
5,271.00
12.
Net Value of Tax Return
(12)
146,881.00
13.
Charitable /Governmental Bequests;
Non - elected 9113
Trusts
(Schedule J)
C13)
.00
14.
Net Value of Estate Subject
to Tax
(14)
146,881.00
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)
146.RR1 .nn X
045 =
6,610.00
17.
Amount of Line 14 at sibling
rate
(17)
_nn X
12 =
.00
18.
Amount of Line 14 taxable at
collateral rate
(18)
00 X
15 =
.00
19.
Principal Tax Due
(19)=
6,610.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
01 -08 -2013
CDO17027
.00
6,610.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 6,610.00
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.