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 280
HARRISBURG6PA 17128-0601 RECORDED O F FI C E OF'
R€GISTPER OF WILLS
DATE 04-08-2013
3 APR `� Fi' c 1� ` 9 DATETOFODEATH 11-26-2011 ROSE MARI
FILE NUMBER 21 11-1290
LLEFF K 0 COUNTY CUMBERLAND
JOHN E SLIKEN EMPHAN5' COURT ACN 101
STE 400 APPEAL DATE: 06-07-2013
CCUMBERLAND N1 00., PA
635 N 12TH ST (See reverse side under Objections)
LEMOYNE PA 17043-1247 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 E-
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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: ALLISON ROSE MARI FILE NO. :21 11-1290 ACN: 101 DATE: 04-08-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 137,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 7,523.79 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax; payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 5,012.6 3
6. Jointly Owned' Property (Schedule F) (6) 8,641 .59
7. Transfers (Schedule G) (7) 454.31
8. Total Assets (8) 158,632.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 49,625.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,712.51
11. Total Deductions (11) 55,338.08
12. Net Value of Tax Return (12) 103,294.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 103,294.24
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) In-i.794.24 X 045 = 4,648.24
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) 4,648.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-24-2012 CD015630 210.53 41000.00
02-11-2013 CDO17166 . 01- 437.72
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-12-2013 TOTAL TAX PAYMENT 4,648.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.06
TOTAL DUE 6. 06
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE_n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (lyly,