HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
RONALD P SIEG
3737 SHARON ST
HARRISBURG
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RECORDED ' OF
REC €r
CL s" K C
P 9� 9 `
CUMBERLAN
pennsylvania
I&" a
DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF SIEG MARTHA L
DATE OF DEATH 08-04 -2010
FILE NUMBER 21 10 -0836
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIEG MARTHA LFILE NO.:21 10 -0836 ACN: 101
OR
DATE: 03 -18 -2013
DISCOUNT ( +)
INTEREST /PEN PAID C -)
TAX RETURN WAS: ( X) ACCEPTED AS
FILED C ) CHANGED
.00
12.
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
RETURN NO. 01
REFUND
(12)
1.
Real Estate (Schedule A)
(1)
•00
NOTE: To ensure proper
2.
Stocks and Bonds CSchedule B)
(2)
.00
credit to your account,
(14)
382,534.47
00
submit the upper portion
3.
Closely Held Stock /Partnership Interest (Schedule C)
C3)
-
0 f this form with your
4.
Mortgages /Notes Receivable (Schedule D)
(4) 35,335.97
tax payment.
5.
Cash /Bank Deposits /Misc. Personal Property CSchedule E) (5)
.00
6.
Jointly Owned Property (Schedule F)
C6)
00
Amount of Line 14 at spousal
7.
Transfers CSchedule G)
(7)
00
16.
8.
Total Assets
C16)
(8)
35.335.97
APPROVED
DEDUCTIONS AND EXEMPTIONS:
rate
C17)
5.000.00 X 12
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H) (9)
.0 0
collateral rate
10.
Debts /Mortgage Liabilities /Liens (Schedule I)
CIO)
.00
Principal Tax Due
11.
Total Deductions
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
(11)
.00
12.
Net Value of Tax Return
12 -12 -2011
REFUND
(12)
35,335.97
13.
Charitable /Governmental Bequests;
Non - elected 9113
Trusts
(Schedule J) (13)
.00
14.
Net Value of Estate Subject
to Tax
(14)
382,534.47
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
C15)
00 X 00
= .00
16.
Amount of Line 14 taxable at
lineal rate
C16)
377 • 9i _i4 - 47 x 045
= 16,989.05
17.
Amount of Line 14 at sibling
rate
C17)
5.000.00 X 12
= 600.00
18.
Amount of Line 14 taxable at
collateral rate
(18)
.00 X 15
= .00
19.
Principal Tax Due
(19)=
17,589.05
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
11 -03 -2010
CDO13586
879.45
18,400.00
12 -12 -2011
REFUND
.00
3,201.02-
12 -26 -2012
CDO16960
47.07-
1,590.12
TOTAL TAX PAYMENT 17,621.48
BALANCE OF TAX DUE 32.43CR
INTEREST AND PEN. .00
TOTAL DUE 32.43CR
* 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. "