HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsytvarna
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 EX AFP (09-12)
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HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-01-2013
REGIS i Ei OF `VILLS ESTATE OF ALBERT MARION N
DATE OF DEATH 11-30-2012
:, i APR 5 f?"1 11 5`I FILE NUMBER 21 12-1292
COUNTY CUMBERLAND
JOHN C ZEPP III CLEIRK OF ACN 101
PO BOX 204 n'��? APPEAL DATE: 05-31-2013
YORK SPRINGS Op JG�RHN � CART (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
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UT-ALONG THIS LI
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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: ALBERT MARION NFILE NO. :21 12-1292 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF 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 tai; payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,608.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 31 ,871 .63
S. Total Assets (8) 40 .479.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .624.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 1,624.66
12. Net Value of Tax Return (12) 38,855.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 38,855.33
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and,ior 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) 00 X 045 .00
_
17. Amount of Line 14 at sibling rate (17) On X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) 38,855.33 X 15 = 5,828.29
19. Principal Tax Due (19) 5,828.29
TAX CREDITS: -
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-30-2013 CD017110 291 .41 5,536.88
TOTAL TAX PAYMENT 51828.29
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. (�