HomeMy WebLinkAbout04-19-13 R C F INHERITANCE TAX pennSytvania
AP E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES % IpS ASSESSMENT OF TAX
INHERITANCE TAX DIVISION h REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 01 RPR 19 an 1 '
U 1 IDATE 04-22-2013
CLERK OF ESTATE OF ARNOLD BARBARA M
ORP DATE OF DEATH 03-07-2011
' HANS* COURT FILE NUMBER 21 11-0350
-AND Co.0 PA COUNTY CUMBERLAND
ELIZABETH P MULLAUGH ACN 101
100 PINE STREET APPEAL DATE: 06-21-2013
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 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: ARNOLD BARBARA MFILE NO. :21 11-0350 ACN: 101 DATE: 04-22-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stack/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,136.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 6,506.84
8. Total Assets C8) 7,642.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) __. 15.0 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 41.0 0
11. Total Deductions (11) 56.00
12. Net Value of Tax Return (12) 7,586.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 13,953,235.79
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) IS.953-731;_AD X 045 = 627,895.61
17. Amount of Line 14 at sibling rate (17) An, X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 627,895.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-27-2011 CDO14522 29,250.00 555,750.00
12-06-2011 CDO15305 .00 42,555.08
01-30-2013 CDO17120 .88- 341.41
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-31-2013 TOTAL TAX PAYMENT 627,895.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.85
TOTAL DUE 10.85
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.