HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX ia pennsylvania
BUREAU OF INDIVIDUAL TAXES R�CQq,PpI1;��,, LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 1't h AND ASSESSMENT OF TAX
p ! REV-1547 EX AFP (09-12)
PO BOX 280601 REWSTER OF g�ydILL^J
HARRISBURG PA 17128-0601
2613 APR 5 iii ! lw 53 DATE 04-01-2013
ESTATE OF CLARK FLORENCE I
CLERK 01`' DATE OF DEATH 05-01-2012
ORPHANS' COUR T FILE NUMBER 21 12-0561
COUNTY CUMBERLAND
MARK E HALBRUNERC BERL NT, CO., PA ACN 101
STE 100 APPEAL DATE: 05-31-2013
1013 M U M MA RD (See reverse side under Objections)
LEMOYNE PA 17043-1144 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 1.7013
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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: CLARK FLORENCE IFILE NO. :21 12-0561 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .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/Notes Receivable CSchedule D) (4) 00 tar, payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21 ,761 . 18
6. Jointly Owned Property (Schedule F) (6) 61,064.62
7. Transfers (Schedule G) C7) 187,971 .73
8. Total Assets (8) __ 270.797.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,509.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 112.84
11. Total Deductions (11) 25,622.40
12. Net Value of Tax Return (12) 245,175. 13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 245,175. 13
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 Lire 14 at spousal rate (15) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 24r,.I7r+_ 13 X 045 = 11,032.88
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) 11 ,032.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-24-2012 CD016297 473.68 91000. 00
01-31-2013 CD017126 .00 1,559.21
TOTAL TAX PAYMENT 11 ,032.89
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE . 01CR
* 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. (t^h