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 13 REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-22-2013
REGISTER OF VVILLS ESTATE OF SLIKE II WILLIAM H
DATE OF DEATH 03-21-2012
'�+13 HPR 19 [Tn 11 24 FILE NUMBER 21 12-0363
1 COUNTY CUMBERLAND
JOHN E SLIKE ESQ CLERK OF ACN 101
STE 400 ORPHANS' APPEAL DATE: 06-21-2013
635 N 12TH ST rr rr� pp C a i1 R T (See reverse side under Objections)
LEMOYNE PPU1y ' h.A 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 E- _ _______________
REV-1547 EX AFP (12-11 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SLIKE II WILLIAM HFILE NO. :21 12-0363 ACN: 101 DATE: 04-22-2013
TAX RETURN WAS: (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) 3,161,314.92 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 99,000.00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 329,140.24
6. Jointly Owned Property (Schedule F) C6) 33,957.78
7. Transfers (Schedule G) (7) 769,937.42
8. Total Assets (8) 4,393,350.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 56,359.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,835.84
11. Total Deductions C11) 71,195.34
12. Net Value of Tax Return (12) 4,322,155.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 20,00 0.0 0
14. Net Value of Estate Subject to Tax C14) 4,302,155.02
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) 4.147.1 S9;_07 X 045 = 186,396.98
17. Amount of Line 14 at sibling rate (17) 100.000.00 X 12 = 12,000.00
18. Amount of Line 14 taxable at collateral rate (18) 60,000.00 x 15 = 91000.00
19. Principal Tax Due (19)= 207,396.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-12-2012 CDO16108 10,263.16 195,000.00
12-20-2012 CDO16957 .00 2,133.82
TOTAL TAX PAYMENT 207,396.98
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.