HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvarna !'
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION R CO - REV-1547 EX AFP (09-12)
PO BOX 280601 RECRpEn f,-
HARRISBURG PA 17128-0601 ,v
REC�s-rE,a o l � �
A'f k ,°) 03-11-2013
?013 t7AH 18 ESTATE O
t6� T8 (�FQDEATH 08-14-VIVIAN M
2010
FILE NUMBER 21 11-0887
CLERK L'COUNTY CUMBERLAND
CHARLES E SHIELDS III ORPHANS, c o"
6 CLOUSER RD CABERLANp APPEAL DATE: 05-10-2013
MECHANICS BURG PA 17055-9751 � (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 (-
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REV-1547 EX AFP (12-117 NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OROURKE VIVIAN MFILE N0. :21 11-0887 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A7 (1) ,00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portio
3. Closely Held Stock/Partnership Inter¢sY (Schedule C) (3) . 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) 650.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 256,747.27
8. Total Assets (8) 257.397.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 9.097.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 9,097.54
12. Net Value of Tax Return (12) 248,299.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub,7ect to Tax (14) 248,299.73
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) 43,424.59 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 9n6.F17R 16 X 045 = 9,219.38
17. Amount of Line 14 at sibling rate (17) -n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)° 9,219.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-24-2012 CDO15631 0 183.51
07-17-2012 CDO16265 305.26- 9,341 . 13
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-18-2012 TOTAL TAX PAYMENT 9,219,38
BALANCE OF TAX DUE •00
INTEREST AND PEN, 17.65
TOTAL DUE 17.65
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. w�
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