HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION --
PO BOX 280601 REV-1547 IX AFP (09-12)
HARRISBURG PA 17128-0601
RECORDED Oi-F10 E OF DATE 04-01-2013
REGISTER OF °.ILLS ESTATE OF TRAYER BARBARA J
DATE OF DEATH 08-02-2012
:!013 APR 5 Pf 1 1 53 FILE NUMBER 21 12-0864
COUNTY CUMBERLAND
ROBERT G FREY CLEPOK, (sF ACN 101
5 S HANOVER RP P� ('Q�JRT APPEAL DATE: 05-31-2013
CARLISLE S� '1K -33 0 (See reverse side under Objections)
CUMBERLAND CO.,'A
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-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TRAYER BARBARA JFILE NO. :21 12-0864 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE (IF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 215,749.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 215.749.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 12,433. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 983. 00
11. Total Deductions (11) 13,416.00
12. Net Value of Tax Return (12) 202,333.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 202,333.00
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) nn X 045 = .00
17. Amount of Lire 14 at sibling rate (17) 1 nl . 1 66.r30 X 12 = 12,139.98
18. Amount of Line 14 taxable at collateral rate (18) 101 ,166.50 X 15 = 15,174.98
19. Principal Tax Due (19)= 27,314.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-31-2012 CD016452 1 ,365.75 26,050 .00
TOTAL TAX PAYMENT 27,415.75
BALANCE OF TAX DUE 100.79CR
INTEREST AND PEN. .00
TOTAL DUE 100.79CR
+ 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.