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 OF-S _ �� DATE 03-11-2013
REGIST OF l,iz Lj ESTATE OF MALACHOWSKI LILLIAN M
DATE OF DEATH 04-02-2012 FILE E619 MR 18 p 7 rr� Y COUNTY CUMBERLAND
CUMBERLAND
DEBRA K WALLET ACN 101
24 N 32ND ST CLERK C,- APPEAL DATE: 05-10-2013
CAMP HILL P
9RMA R SP V01 1 . (See reverse side under Objections)
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CUMBERLAND !"` Amount Remitted— --1
- ' 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 E--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MALACHOWSKI LILLIAN MFILE NO. :21 12-0461 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schadule B) (2) 187,585.06 credit to your account,!
00 submit the upper portion
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/Misc. Personal Property (Schedule E) (5) 48,956.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 310,963.96
S. Total Assets (B) 547,50.5.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,006.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,6266_
11. Total Deductions (11) 8,632.63
12. Net Value of Tax Return (12) 538,872.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 538,872.87
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 OD .00
16. Amount of Line 14 taxable at lineal rate (16) SER.R79.R7 X 045 - 24,249.28
17. Amount of Line 14 at sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 24,249.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-28-2012 CDO16192 1 ,052.63 20,000.00
01-02-2013 CDO16999 .00 3,196.65
TOTAL TAX PAYMENT 24,249.28
BALANCE OF TAX DUE ,00
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.