HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX ab pennsylvania
BUREAU OF INDIVIDUAL TAXES R `,�A� SEM ,� LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION pp /^� f'C �� p� tt 0 AND ASSESSMENT OF TAX REV-1547 EX AFP (09-12)
PO BOX 280601 REGIS �•.i, 0 ! .3➢..1.S
HARRISBURG PA 17128-0601
1711,113 hPil 5 F.J DATE 04-08-2013
ESTATE OF FISHEL KATHRYN W
CLF'I'K CF DATE OF DEATH 08-21-2012
ORPHANS' COO F FILE NUMBER 21 12-0969
COUNTY CUMBERLAND
MARCUS A MCKNIGFNMBER,LAY`cT 2.0- 1" ACN 101
60 W POMFRET ST APPEAL DATE: 06-07-2013
CARLISLE PA 17013-3243 (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: FISHEL KATHRYN WFILE NO. :21 12-0969 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) 44,563.03 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 CSchedule D) C4) . 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) . 00
6. Jointly Owned l Property CSchedule F) (6) 3,923.01
7. Transfers (Schedule G) (7) 532,131 .67
8. Total Assets C8) 580 ,617.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 23,629.38
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 13.68
11. Total Deductions (11) 23,643.06
12. Net Value of Tax Return (12) 556,974.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 0 0
14. Net Value of Estate Subject to Tax
(14) 556,974.65
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) 974-Ari x 045 = 25,063.86
17. Amount of Line 14 at sibling rate (17) nn x 12 = . 00
18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00
19. Principal Tax Due (19) 25,063.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-20-2012 CD016810 1,036.84 19,700.00
02-14-2013 CDO17177 . 00 4,267.89
PAYMENT MUST BE MADE BY 05-21-2013* . TOTAL TAX PAYMENT 25,004.73
BALANCE OF TAX DUE 59. 13
INTEREST AND PEN. .00
TOTAL DUE 59. 13
* 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. r.(�