HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128 -0601
8 R.
THOMAS E FLOWER 17,,
10 W HIGH ST
CARLISLE ®rPjA��/l 79
GUMBERLMND C.O., °A
i
pennsylvania
OR
DATE: 03 -18 -2013
DEPARTMENT OF REVENUE
- --
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF STONE MABEL M
DATE OF DEATH 09 -28 -2011
FILE NUMBER 21 11 -1058
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
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---- ----- --- - - - - --------------------------------------------------------------
REV-1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: STONE MABEL MFILE NO.:21
FOR YOUR RECORDS
APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
11 -1058 ACN: 101
OR
DATE: 03 -18 -2013
AMOUNT PAID
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
(ll)
15,286.75
APPRAISED
VALUE OF RETURN BASED ON: SUPPLEMENTAL
RETURN NO. 01
.00
.21
1.
Real Estate (Schedule A)
(1)
.00
NOTE: To ensure proper
2.
Stocks and Bonds CSchedule B)
(2)
.00
credit to your account,
3.
Closely Held Stock /Partnership Interest (Schedule C)
(3)
00
submit the upper portion
282,751.39
of this form with your
4.
Mortgages /Notes Receivable CSchedule D)
(4)
.00
tax payment.
5.
Cash /Bank Deposits /Misc. Personal Property (Schedule E) (5) 14,5 03.50
14, 15, 16, 17,
6.
Jointly Owned Property (Schedule F)
(6)
.00
include the total
7.
Transfers (Schedule G)
C7)
.00
8.
Total Assets
(8)
14,503.50
APPROVED
DEDUCTIONS AND EXEMPTIONS:
(15)
.00 X
00
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H) C9) 15,286.75
Amount of Line 14 taxable at
10.
Debts /Mortgage Liabilities /Liens (Schedule I)
(10)
.00
17.
11.
Total Deductions
DISCOUNT (+)
INTEREST /PEN PAID C -)
AMOUNT PAID
11 -22 -2011
(ll)
15,286.75
12.
Net Value of Tax Return
SBADJUST
.00
.21
(12)
783.25-
13.
Charitable /Governmental Bequests;
Non - elected 9113
Trusts
(Schedule J)
(13)
250.64-
14.
Net Value of Estate Subject
to Tax
282,751.39
C14)
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
C16)
7n . R21 -nn X
045 = 3,187.00
17.
Amount of Line 14 at sibling
rate
(17)
On X
12
= .00
18.
Amount of Line 14 taxable at
collateral rate
C18)
211,930 .39 X
15
= 31,789.11
19.
Principal Tax Due
(19)=
34,976.11
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST /PEN PAID C -)
AMOUNT PAID
11 -22 -2011
CDO15237
1,748.81
33,303.00
04 -30 -2012
SBADJUST
.00
.21
TOTAL TAX PAYMENT 35,052.02
BALANCE OF TAX DUE 75.91CR
INTEREST AND PEN. .00
TOTAL DUE 75.91CR
* 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.