HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX DISALLOWANCE Pennsylvania
APPRAIS
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT()F REVENUE
INHERITANCE TAX DIVISION --- - - � REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGISTER Off' y_k_S DATE 04-08-2013
ESTATE OF EBERLY RICHARD J
�E) 3
APR 1 ? r(� DATE OF DEATH 05-14-2012
FILE NUMBER 21 12-0695
COUNTY CUMBERLAND
WM D SCHRA(:K III ACN 101
124 W HARRISBURG HAAS C ,�`• - APPEAL DATE: 06-07-2013
D I L L S B U R G C U E f.] 'a )2t 0 (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 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: EBERLY RICHARD JFILE NO. :21 12-0695 ACN: 101 DATE: 04-08-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) C2) 00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax: payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) • 00
6. Jointly Owned Property (Schedule F) (6) 798,000.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 798,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,002.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 33,002.08
12. Net Value of Tax Return C12) 764,997.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 764,997.92
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) 764,997.92 X 00 = 00
16. Amount of Line 14 taxable at lineal rate (16) -00 X 045 = 00
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)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUk
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.