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 ID
INHERITANCE TAX DIVISION /�/� r� rt ^ /� REV-1547 EX AFP (09-12)
PO BOX URG PA RECORDED OF-10E OF
HARRISBURG 01 17128-0601
REGISTER OF 11ILLS DATE 03-11-2013
'1t �npp p q p { ESTATE OF FARWELL SHAY P
2013 11 R 18 F0 8 31 DATE OF DEATH 05-26-2012
FILE NUMBER 21 12-0646 '..
CLERK Or COUNTY CUMBERLAND
IVO V OTTO III ORPHANS CCJRT ACN 101
10 E HIGH ST /��������Ip p���A (� APPEAL DATE: 05-10-2013
CARLISLE P7S"`+2 §FfJd10q�J CO.. PA (See reverse side under Objections)
Amount Remitted l�
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013 j
CUT ALONG THIS LINE -i► RETAIN LOWER PORTION FOR YOUR RECORDS 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FARWELL SHAY PFILE NO. :21 12-0646 ACN: 101 DATEa 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 480,285.77 credit to your account,
OD submit the upper portio
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 46,828.88
6. Jointly Owned Property (Schedule F) (6) 281,000.00
7. Transfers (Schedule G) (7) 11 ,520.84
S. Total Assets (8) 819.635.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9) 38,470.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10), 6.648.34
11. Total Deductions (11) 45,119.18
12. Net Value of Tax Return (32) 774,516.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 774,516.31
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 619.666.57 X 12 = 49,519.99
18. Amount of Line 14 taxable at collateral rate (18) 361,849.74 X 15 = 54,277.46
19. Principal Tax Due (19)= 103,797.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-19-2012 01694 .00 10 ,797.45
li
TOTAL TAX PAYMENT 103,797.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
+ 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.