HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND-ASSESSMENT OF TAX Iff REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECD 'RDED OFFICE DATE 04-15-2013
E OF ESTATE OF FISHER SYDNEY R
REGISTER OF '�'ViLLS DATE OF DEATH 07-22-2011
FILE NUMBER CUMBERLAND 1013 APR 19 An ILL 7 COUNTY
ROBERT G FREY ACN 101
5 S HANOVER ST CLERK 01' APPEAL DATE: 06-14-2013
CARLISLE PA 17(PRPfM8, (See reverse side under Objections)
COURT
CUMBERLAND CO., PA 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
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FISHER SYDNEY RFILE NO. :21 11-0869 ACN: 101 DATE: 04-15-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 1,352.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,063.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 167,415.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38,118.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,594.00
11. Total Deductions (11) 46,712.00
12. Net Value of Tax Return (12) 120,703.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (is) —•0 0
14. Net Value of Estate Subject to Tax C14) 120,70A,.00
NOTE: If an assessment was issued previously, Lines 14, 15P 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) 0 0 1 X 0 0 .00
16. Amount of Line 14 taxable at lineal rate (16) 12n.7nA_nn x 045 = 5,431.64
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)= 5,431.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-21-2013 CDO17197 135.85- 7,500.00
TOTAL TAX PAYMENT 7,364.15
BALANCE OF TAX DUE 1,932.51CR
INTEREST AND PEN. .00
TOTAL DUE 1,.93=.51CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.