HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL Ty�p s APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
p�'Fq OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAx DIVISION "G y O LjO�n }-' REV-1517 EX AFP (09-12)
PO Box HARRISBURG6PA 17128.0601 R� ,/�( +•f �'t �ij t
4F DATE 03-11-2013
`J � ,f�t1 lJ�j 1 r ESTATE OF WAY ROBERT E
DATE OF DEATH 01-01-2012
�'`� FILE NUMBER 21 12-0390
064 CCU Cr= COUNTY CUMBERLAND
STESC100 ERLNISl��• C`�`�f(4 ACN APPEAL DATE: 05-10-2013
555 GETTYSBURG P KEp PA
(See reverse side under Objections}
MECHANICSBURG PA 17055-5204 Amount Remitted'
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
I
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAY ROBERT EFILE NO. :21 12-0390 ACN: 101 DATE: 03-11-2013
1
TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1J •00 NOTE: To ensure Properl
2. Stocks and Bonds (Schedule B) (2) 963.49 credit to your 00 submit the upper Portt account
n
3. Closely Held Stock/Partnership Interest (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) •00
6. Jointly Owned Property CSohedule F) (6) 43,505.44 ll
7. Transfers (Schedule G) (7) 51000.00
8. Total Assets (8) 49,468.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9) 6,844.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)-- 5,326.57
(
11. Total Deductions (11) 12,170.57
12. Net Value of Tax Return (12) 37,298.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .00
14. Net Value of Estate Subject to Tax (14) 37.298.36
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 Cis) .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) A7.298-�A X 045 = 1,678.43
17. Amount of Line 14 at sibling rate (17) . nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate Cis) .00 X 15 = .00 j
19. Principal Tax Due (19)= 1 ,678.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-3 AMOUNT PAID
03-30-2012 CDO15773 3. 2 1,627.40
03-04-2013 REFUND .00 32.89_
TOTAL TAX PAYMENT 1,678,43
BALANCE OF TAX DUE ,08
INTEREST AND PEN. .00
TOTAL DUE . 00
r 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.