HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsyLvarna
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 OFFICE OF
DATE 04-08-2013
REGIn}S 9-I E, OF `R'ILLS ESTATE OF MENTZER DALE W
DATE OF DEATH 10-25-2012
"ID APR FILE NUMBER 21 12-1166
COUNTY CUMBERLAND
DAVID A BARIC ESQ C`ERK 0" ACN 101
19 W SOUTH ST
ORPHANS- � - APPEAL DATE: 06-07-2013
(See reverse side under Objections)C A R L I S L E P 1 T3 4 4
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 �--
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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: MENTZER DALE WFILE NO. :21 12-1166 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 CSchedule 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/Notes Receivable (Schedule D) (4) . 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,372. 00
6. Jointly Owned Property (Schedule F) (6) 94,481 .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 108,853.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,906.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 00
11. Total Deductions C11) 10,906.68
12. Net Value of Tax Return (12) 97,946.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 97,946.32
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) 97,944_A2 x 045 = 4,407.58
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = . 00
19. Principal Tax Due (19)= 4,407.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-22-2013 CDC17078 220.38 6,268.00
TOTAL TAX PAYMENT 6,488.38
BALANCE OF TAX DUE 2,080.80CR
INTEREST AND PEN. .00
TOTAL DUE 2,080.80CR
■ 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.