HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsyLvania
PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES C � � D ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION �f- REV-1547 IX AFP (09-12)
PO BOX URG 280601
PA t .a V F '��'I L L S
HARRISBURG PA 17128-0601 f
'x'13 C)Dp 19 Q DATE 04-22-2013
!It !!tt 11 � ESTATE OF ROBERTSON THEODORA F
CLERK OF DATE OF DEATH 11-21-2011
FILE NUMBER 21 12-0826
t Rl["HA NS C 0 U R T COUNTY CUMBERLAND
DAVID W REAGER CUMBERLAND Co., PA ACN 101
2331 MARKET ST APPEAL DATE: 06-21-2013
CAMP HILL P A 17 011 (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 ALONG THIS-LINE - -PORTION RETAIN LOWER PORTION FOR-YOUR-RECORDS
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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: ROBERTSON THEODORA FFILE NO. :21 12-0826 ACN: 101 DATE: 04-22-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) C2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/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) .0 0
6. Jointly Owned Property (Schedule F) (6) 1,255.59
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1,255.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 10,590.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 10,590.79
12. Net Value of Tax Return (12) 9,335.20-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 35,505.72-
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -nn x 045 = .00
17. Amount of Line 14 at sibling rate C17) -(I n X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .0 0
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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 INSTRUCTIONS.
REV-1470 EX(01-10) " elk-
enns lvania p y INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,EA 17128-0601
DECEDENT'S NAME FILE NUMBER
Theodora F. Robertson 2112-0826
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Applied excess deductions from prior return(s).
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