HomeMy WebLinkAbout04-05-13 RECORDED OFFWtF;r FE OF INHERITANCE TAX -
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BUREAU OF INDIVIDUAL TAXES QF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 .'i,l P R 5 191 1 1 5 4
DATE 04-08-2013
CLERK OF ESTATE OF ADLER ROBERT A
ORPHANS' COURT DATE OF DEATH 02-20-2012
CUMBERLAND CO., PA FILE NUMBER 21 12-0252
COUNTY CUMBERLAND
WILLIA L ADLER ACN 101
4949 DEVONSHIRE RD APPEAL DATE: 06-07-2013
HARRISBURG PA 171.09-1729 (See reverse side under Objections)
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: ADLER ROBERT AFILE NO. :21 12-0252 ACN: 101 DATE: 04-08-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 525,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 91039. 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 295,798.00
6. Jointly Owned Property (Schedule F) C6) 288. 00
7. Transfers (Schedule G) (7) 334,725. 00
8. Total Assets (8) 1 , 164,850.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34,255.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 220 ,341 . 00
11. Total Deductions (11) 254,596.00
12. Net Value of Tax Return (12) 910,254.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) 910,254. 00
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) 761 ,589.00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 148 .66 . n0 X 12 = 17,840.00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax: Due (19)= 17,839.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-30-2013 CD017112 89.20- 17,929.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-31-2013 TOTAL TAX PAYMENT 17,839.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. 14.66
TOTAL DUE 14.66
* 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. Nil