HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFc'ICE QE DATE 03-11-2013
ESTATE
REGISTER OF el!I LS DATE OFODEATH 05-31-2012 HAROLD E
G13 (r Dp �Q p FILE NUMBER 21 12-0631
11H�1 {7 " 3 COUNTY CUMBERLAND
ROBERT G FREY ACN 101
5 S HANOVER ST CLERK OF APPEAL DATE: 05-10-2013
CARLISLE PA 106;#'4+*I9S7 COURT (See reverse side under Objections)
CUMBERLAND CO., PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR YOUR RECORDS
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REY-1547 EX AFP C12-113 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REED HAROLD EFILE NO. :21 12-0631 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 210,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
DD submit the upper portio
3. Closely Held Stock/Partnership interest (Schedule C) f3) of this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank DapoSits/Misc. Personal Property (Schedule E) (5) 52,430. 00
6, Jointly Owned Property (Schedule F) (6) 133,928.25
7. Transfers (Schedule G) (7)
15,343.00
S. Total Assets (8) 411 ,701 .25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {97 43..182.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 3692.00 !
11. Total Deductions (11) 46,874.00
12. Net Value of Tax Return (12) 364,827.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100.
14. Net Value of Estate Subject to Tax (14) 364,827,25
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 lino 14 at spousal rate Q .00 X 00 = .00 5) �
16. Amount of Line 14 taxable at lineal rate (16) j64-R37 2F X 045 = 16,417.23
17. Amount of Line 14 at sibling rate (17) .On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (IS) .00 X 15 = .00
I
19. Principal Tax Due (19)= 16,417.23
TAX CREDITS:
PAYMENT _ RECEIPT DISCOUNT {+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
1 -11-2D 2 DO169 .00 16,417.23
TOTAL TAX PAYMENT 16,417.23
BALANCE OF TAX DUE .00
i
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 Our.
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND_ SEE REVERSE SIDE FOR INSTRUCTIONS.
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