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 R EC ORD F 0 C F F;r U t1 F
REV-1547 EX AFP (09-12)
PO BOX 280601 /t L�
HARRISBURG PA 17128-0601
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fill V TER OF 's':-;.!'_S
DATE 03-11-2013
1013 MR 18 Flil & ESTATE OF EVERITTS LENORA G
uU DATE OF DEATH 03-28-2012
CLERK T FILE NUMBER 21 12-0470
n COUNTY CUMBERLAND
MARLIN R MCCALEB'RPHANS� coin tiT ACN 101
219 E MAIN STOWWBERLANO C% PA APPEAL DATE: 05-10-2013
PO BOX 230 (See reverse side under Objections)
MECHANICSBURG PA 17055-0230 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 4-�-
-_-'-___-__-"_-_--' --___-' `-_-- "______________________________________________
REV-1547 EX AFP tl2-il) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVERITTS LENORA GFILE NO. :21 12-0470 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 149,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule IT (2) 44,607.62 credit to Your account.'
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3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portioof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •D0 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 77,373.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,361.17
8. Total Assets (8) 272,342.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm, Costs/Mist. Expenses (Schedule H) (q)_ 40,732.61
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 11144.40 '..
11. Total Deductions (11) 41,877.61
12, Net Value of Tax Return (12) 230,465.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax t14) 230,465.01
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 80 = .00
16. Amount of Line 14 taxable at lineal rata (16) 930.465-117 X 045 - 10,370.93
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 = .OD
19. Principal Tax Due (19)= 10,370.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (a) AMOUNT PASO
DATE NUMBER INTEREST/PEN PAID (-)
06-27-2012 CDO16184 421 .05 81000.00
12-20-2012 CDO16948 .00 1 ,949.88 -
TOTAL TAX PAYMENT 10,370.93
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 (CRT, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.