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 IR REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-15-2013
REGISTER OF V ILL; ESTATE OF BORTNER MARJORIE J
DATE OF DEATH 06-08-2012
;`10 APR 19 AP1 11 $ FILE NUMBER 21 12-0694
COUNTY CUMBERLAND
MARK A MATEYA CLERK OF ACN 101
55 W CHURCH AVE APPEAL DATE: 06-14-2013
CARLISLE P A Q W U06;a+O U R T (See reverse side under Objections)
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- E-- _ ________ ______
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BORTNER MARJORIE JFILE NO. :21 12-0694 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 CSchedule A) Cl) 120,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 586.32 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 CSchedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 37,243.85
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 148,567.07
S. Total Assets C8) 306,397.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 27,269.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,767.30
11. Total Deductions (11) 31,036.44
12. Net Value of Tax Return C12) 275,360.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 275,360.80
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) 779;•AAn-Rn x 045 = 12,391 .24
17. Amount of Line 14 at sibling rate (17) _n n x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,391.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2012 CDO16483 .00 1,790.00
03-01-2013 CDO17257 .00 10,507.03
INTEREST IS CHARGED THROUGH 04-30-2013 TOTAL TAX PAYMENT 12,297.03
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 94.21
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .41
TOTAL DUE 94.62
* 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.