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 REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE FICF CF
REGISTER, OF 'A"ILLS DATE 04-22-2013
Q�*} ESTATE OF CASE MARY L
1013 APR 19 1 i1 1 i DATE OF DEATH 11-16-2012
FILE NUMBER 21 12-1215
BARRY L CASE CLERK Orr COUNTY CUMBERLAND
6310 STEPHENS XIORPHANS' CUB Rt ACN APPEAL DATE: 06-21-2013
MECHANICSBURG 009BER..0ARD24 , FA (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 THIS LINE 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: CASE MARY LFILE NO. :21 12-1215 ACN: 101 DATE: 04-22-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 60,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 91,782.02 credit to your account,
0 0 submit the upper portion
S. 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) 17,178.54
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 168,960.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,317.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11 ,453.02
11. Total Deductions (11) 12,770.93
12. Net Value of Tax Return (12) 156,189.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 156,189.63
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 (16) 154-1 fig-63 X 045 = 7,028.53
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 C19)= 7,028.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-01-2013 CDO17250 .00 2,828.53
03-01-2013 CDO17251 .00 4,200.00
TOTAL TAX PAYMENT 7,028.53
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.