HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 12 REV-1547 0( AFP (09-12)
PO Box 280601
HARRISBURG PA 17128-0601
RECORDED OFFIN: OF DATE 04-15-2013
ESTATE OF MCGUFFIN REGINA R
REGIS7'F�` OF t't DATE OF DEATH 11-29-2012
1013 flPR 1.9 FILE NUMBER 21 12-1301
COLEEN M CLINESCHMIDT COUNTY CUMBERLAND
ACN 101
2860 YOST RD CLERK 0,F APPEAL DATE: 06-14-2013
PERKIOMENVILLEORftWti�o 0 1'41 (See reverse side under Objections)
CUMBERLAN,D CO., f)A* Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1! RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV-1547 EX AFP 012-113 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCGUFFIN REGINA RFILE N0- :21 12-1,301 ACN: 101 DATE: 04-15-2013
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 CSchedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) (5) 14,999.94
6. Jointly Owned Property (Schedule F) (6) 108,112.26
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 123,112.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,109.94
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,10 .36
11. Total Deductions (11) 5,217.30
12. Net Value of Tax Return (12) 117,894.90
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 117,894.90
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 .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate C16) 117,H94-9n x 045 = 5,305.27
17. Amount of Line 14 at sibling rate (17) 0 x 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 .00
19. Principal Tax Due (19)= 5,305.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-22-2013 CDO17217 264.53 5,026.05
1 1
PAYMENT MUST BE MADE BY 08-29-2013*. TOTAL TAX PAYMENT 5,290.58
BALANCE OF TAX DUE 14.69
INTEREST AND PEN. .00
TOTAL DUE 14.69
9
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.