HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX I
pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISIDN
PO BOX 280601 REV-1547 EX AFP (09-12)
HARRISBURG PA 17126-0601 RECORDED OFFICE OF
REGISTER OF WILLS DATE 04-01-2013
A.9 ESTATE OF RICKARDS JUDY M
U3 APR �) �!; S3 DATE OF DEATH 03-20-2012
FILE NUMBER 21 12-0663
KEITH 0 BRENNEMAN CLERK OF COUNTY CUMBERLAND
44 W MAIN ST ORPHANS' COURT ACN APPEAL DATE: 05-31-2013
M E C H A N I C S B U R G C u"E R ..9"06@ A9, 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- PORTION FOR YOUR RECORDS ----- ----- ---- ---- ------ ------
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REV-1547 EX AFP 1,12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICKARDS JUDY MFILE NO. :21 12-0663 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) 50,750.00 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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 00
6. Jointly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) 18,847.42
8. Total Assets (8) 69,597.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 3.922.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3,922.90
12. Net Value of Tax Return (12) 65,674.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 65,674.52
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) 65,674.52 X 00 = 00
16. Amount of Line 14 taxable at lineal rate (16) t10 X 045 = 00
17. Amount of Line 14 at sibling rate (17) .011 X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = 00
19. Principal Tai: 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 INSTRUCTION:i.
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