HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601 RECORDED OFFICE O F
REGISTER OF `ILLS DATE 04-01-2013
ESTATE OF DANISH ANDREW T
'OI3 APR 5 Al 1 53 DATE OF DEATH 05-09-2012
FILE NUMBER 21 12-0615
ANDREW G DANISH CLERK OF COUNTY CUMBERLAND
ACN 101
506 TERRACE DR ORr HAMS' COURT APPEAL DATE: 05-31-2013
NEW C U M B E R L A N D C U MIB EIK P A��5 6& (See reverse side under Objections)
y 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--4
REV-1547 EX AFP (:12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DANISH ANDREW TFILE NO. :21 12-0615 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE (IF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 104,231 .59
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 form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 32,407.53
6. Jointly Owned Property (Schedule F) (6) 94,243.39
7. Transfers (Schedule G) (7) 323,786.82
8. Total Assets (8) 554,669.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9)_ 18,022.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 ,797.96
11. Total Deductions (11) 28,820.50
12. Net Value of Tax Return (12) 525,848.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 525,848.83
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) 52q.R4R-R3 X 045 = 23,663.20
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) 23,663.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-08-2012 (:D016370 -20,000.00
02-08-2013 CD017159 .00 2,663.20
TOTAL TAX PAYMENT 23,715.83
BALANCE OF TAX DUE 52.63CR
INTEREST AND PEN. .00
TOTAL DUE 52.63CR
* 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.
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