HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ... ..
PO BOX 280601
REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-01-2013
REGISTER OF VVILLS ESTATE OF TROUTMAN THOMAS T
DATE OF DEATH 03-04-2012
APR !D � li 53 FILE NUMBER 21 12-0308
J
CATHERINE M TAMATROIl COUNTY CUMBERLAND
,T tg OF 101
41 BEARD RD D�llii APPEAL DATE: 05-31-2013
MECHANICSBURG ®N1q ffA8!2-Q @MT (See reverse side under Objections)
CUMBERLAND CO,, PA 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 F�
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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: TROUTMAN THOMAS TFILE NO. :21 12-0308 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) 9,900.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 102,909.35 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 20,84 2.45 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) (5) 359,741 68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 00
B. Total Assets (8) _ 493,393.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,947.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 11,947.57
12. Net Value of Tax Return (12) 481,445.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 481,445.91
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) 481 ,445.91 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 00 X 0445 = .00
17. Amount of Line 14 at sibling rate (17) An X 12 = .00
18. Amount of Lime 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS: —
PAYMENT RECEIPT DISCOUNT (+)
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. r