HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES• , APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSM�NT OF TAX REV-1547 D( AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 ������}�� �_����� ��
REGi��`��r ��' �. � `.-.�ATE 03-25-2013
ESTATE OF TREGO MARY J
���� i iii� 2� �;'� 1 ��TE OF DEATH 02-01-2012
FILE NUMBER 21 12-019b
BRADLEY L GRIDFFIE GL�RK Gx� COUNTY CUMBERLAND
200 N HANOVER ST ����Q��� �����ACN APPEAL DATE: 05-24-2013
CA R L I S L E P A 17 01�3�P��R���� ��•� �� (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS f�
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REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TREGO MARY JFILE N0. :21 12-0196 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) �1� 85,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 submit the upper portfon
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9 8,281.6 6
6. Jointly Owned Property (Schedule F) �6� 50,056.25
7. Transfers (Schedule G) ��� .0 0
8. Total Assets (8) 233,337.91
; APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �q� 3 3,8 34.6 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 1 .124.7 8
11. Total Deductions �il� 34,959.38
12. Net Value of Tax Return C12� 198,378.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) t13) .0 0
14. Net Value of Estate Subject to Tax C14� 198,378.53
i
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 C16) �9�-;7�-�; X 045 = 8,927.03
17. Amount of Line 14 at sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18? .0 0 X 15 = .0 0
19. Principal Tax Due C19)= $,927.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-27-2012 CD015905 446.35 13,000.00
TOTAL TAX PAYMENT 13,446.35
BALANCE OF TAX DUE 4,519.32CR
INTEREST AND PEN. .00
TOTAL DUE 4,519.32CR
* 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.