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HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsyLvarna APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION - REV-1547 EX AFP (09-12) PO BOX 280601 HARRISBURG PA 17128-0601 RECORDED ; `fCE OF DATE 04-08-2013 p- REGIS d I: i 0E- �_t.S ESTATE OF AUSTIN MARJORIE W p ~� DATE OF DEATH 09-24-2012 big f FILE NUMBER 21 12-1105 COUNTY CUMBERLAND DAVID A BARIC ESICLERK C, ACN 101 19 W SOUTH STORPV kLNA�; n,- �< APPEAL DATE: 06-07-2013 CARLISLE dlS`=tW 45 (See reverse side under Objections) CU M 8 E 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 ----------------------- REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: AUSTIN MARJORIE WFILE NO. :21 12-1105 ACN: 101 DATE: 04-08-2013 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 (Schedule B.) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your 4. Mortgages/Noises Receivable (Schedule D) (4) 133,924.00 tax, payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) 49,516.00 7. Transfers (Schedule G) (7) . 00 B. Total Assets (8) 183,440.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,831 .80 10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00 11. Total Deductions C11) 16,831 .80 12. Net Value of Tax Return (12) 166,608.20 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 166,608.20 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) 766.6nR-7R x 045 = 7,497.37 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)= 7,497.37 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 12-17-2012 CDC16930 374.87 9,515.70 TOTAL TAX PAYMENT 9,890.57 BALANCE OF TAX DUE 2,393.20CR INTEREST AND PEN. .00 TOTAL DUE 2,393.20CR * 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.