HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE00 , LIDE D E OF
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KRISTY L KELLY'' -
7 QUEEN ANNE CT Ort''t`�f�f�J'
CAMP HILL CUYWFMAJH!7 '3_ PA
pennsylvania
DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF WISE MAXINE L
DATE OF DEATH 05 -20 -2012
FILE NUMBER 21 12 -0830
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- 4 - -------------------
------------------- - -- - - -- -- - - ----- - - - - -- - - --
REV-1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WISE MAXINE LFILE NO.:21 12 -0830 ACN: 101
OR
DATE: 03 -18 -2013
DISCOUNT ( +)
INTEREST /PEN PAID C -)
TAX RETURN WAS: ( X) ACCEPTED AS FILED
(
) CHANGED
10,412.00
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Net Value of Tax Return
1.
Real Estate (Schedule A)
(1)
•00
NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
(2)
4,373.00
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)
If an assessment was
of this form with your
4.
Mortgages /Notes Receivable (Schedule D)
(4)
•00
tax payment.
5.
Cash /Bank Deposits /Mist. Personal Property (Schedule E)
(5)
9,411.0 0
6.
Jointly Owned Property (Schedule F)
C6)
.0 0
7.
Transfers (Schedule G)
(7)
15,313.00
(15)
8.
Total Assets
.00
(8)
29,097.00
APPROVED
DEDUCTIONS AND EXEMPTIONS:
1 R.6R5. nn X
045 =
841 .00
9.
Funeral Expenses /Adm. Costs /Mist. Expenses (Schedule H)
(9)
10,412.00
nn X
10.
Debts /Mortgage Liabilities /Liens (Schedule I) (10)
18.
.00
collateral rate
11.
Total Deductions
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
01 -09 -2013
(11)
10,412.00
12.
Net Value of Tax Return
(12)
18, 685.00
13.
Charitable /Governmental Bequests;
Non - elected 9113
Trusts
(Schedule J)
(13)
.00
14.
Net Value of Estate Subject
to Tax
(14)
18, 685.00
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)
1 R.6R5. nn X
045 =
841 .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)=
841.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
01 -09 -2013
CDO17030
.00
841.00
TOTAL TAX PAYMENT 841.00
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.