HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-15-2013
REGIR OT` g ESTATE OF BOUDER PEARL E
DATE OF DEATH 05-21-2012 FILE 1.��13 APR 19 AM 1i 27 COUNTY CUMBERLAND
CUMBERLAND
ROBERT G FREY
5 S HANOVER ST CLERK C1' ACN APPEAL DATE: 06-14-2013
CARLISLE O R PN S I C IR 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
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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: BOUDER PEARL EFILE N0. :21 12-0623 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) 231,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 328.0 0 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) 70,258.00
6. Jointly Owned Property (Schedule F) (6) 17,141.50
7. Transfers (Schedule G) (7) 31,672.00
8. Total Assets C8) 350,399.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,079.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 395.00
11. Total Deductions (11) 48,474.00
12. Net Value of Tax Return C12) 301,925.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 301,925.50
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) 301 .925-50 X 045 = 13,586.65
17. Amount of Line 14 at sibling rate (17) .001 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (i9)= 13,586.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-31-2012 CDO16332 679.33 14,000.00
TOTAL TAX PAYMENT 14,679.33
BALANCE OF TAX DUE 1,092.68CR
INTEREST AND PEN. .00
TOTAL DUE 1,092.68CR
* 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.