HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAN DIVISION VIDU OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OrDIC-C OF DATE 03-11-2013
REGISTER OF 4`t'+_ 5 ESTATE OF WHISLER VERA L
W (7 DATE OF DEATH 04-09-2012
11113 11113 1711 18 till m 8 31 FILE NUMBER 21 12-0502
COUNTY CUMBERLAND
ANDREW C SHEELY R C,; ACN iDl
127 SOUTH MARKLTpNS' CGURT APPEAL DATE: 05-10-2013
PO BOX 95 UU (See reverse side under Objections)
MECHANICSBuSUMBEALANAC�hGSIt Amount Remitted --
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS 4-�-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHISLER VERA LFILE NO. :21 12-0502 ACN: 101 DATE: 03.11-20131
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 118,700. 00 NOTE: To ensure proper!,
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account]
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion 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) 86,053.08
6. Jointly Owned Property (Schedule F) (6) 71,459.47
7. Transfers (Schedule G) (7) 20,388'90
8. Total Assets (8) 296.601.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) {9) 15,211 .30 -,
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 3,586.40
11. Total Deductions (11) 18,797.70
12. Net Value of Tax Return (12) 277,803.75
13. Charitable/Governmental Bequests; Non-alected 9113 Trusts (Schedule J) (13) L
14. Net Value of Estate Subject to Tax (14) 277,803.75
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) P77-Rn3-76 X 045 = 12,501 .16
17. Amount of Line 14 at sibling rate (17) .On X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,501.16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-22-2012 CDO16 62 605.26 11,500.00
01-04-2013 CDO17008 .00 395.92
TOTAL TAX PAYMENT 12,501 . 18
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE . 02CR
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.