HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF 'DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT 1547 X AFP (09-12)
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INHERITANCE TAX DIVISION � -- --- REV--1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGI jAlT7EIR OF WILLS DATE 04-01-2013
77 pp tC� ESTATE OF REID HERMINE M
{�1J Hf R 5 Ai i 11 52 DATE OF DEATH 01-12-2012
FILE NUMBER 21 12-0129
WILLIAM R REID CLERK OF COUNTY CUMBERLAND
184 GROVE RD ORPHANS' COURT ACN APPEAL DATE: 05-31-2013
ELVERS0N CUWKRkWbD0T4 PA (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: REID HERMINE MFILE NO. :21 12-0129 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 219,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 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/Noises Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,768.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 75,518.00
8. Total Assets (8) 300,286.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,579.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 32,836. 00
11. Total Deductions
(11) 36,415.00
12. Net Value of Tax Return (12) 263,871.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 263,871 .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) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7A-1.R71 nn X 045 = 11,874.20
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax: Due (19)= 11,873.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-04-2013 CD017131 .00 11 ,873.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-05-2013 TOTAL TAX PAYMENT 11,873.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 111 .96
TOTAL DUE 111 .96
* 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.