HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
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
���+����� ������ d� DATE 03-25-2013
RjE�','r�S���t �C �F:`���5 ESTATE OF BOND FRANCES W
DATE OF DEATH 04-20-2012
�%�i�J t lil() 2� �� 1 J� FILE NUMBER 21 12-0558
COUNTY CUMBERLAND
SAMUEL L ANDES ACN 101
525 N 12TH ST ��'E�� �` APPEAL DATE: 05-24-2013
L E MO YN E 0 R P�����Q�1.��4 5 (See reverse side under Objections)
Cr������-��� �Q.� �� Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS �INE � RETAIN LOWER PORTIUN FOR YOUR RECORDS �
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REV-1547 EX AFP (12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE �F DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOND FRANCES WFILE N0. :21 12-0558 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1� 170,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E� (5) 21,3 98.6 3
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchedule G) ��� .0 0
8. Total Assets c8) 191,398.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �9� 2 0,4 81.4 9
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 1 .10 5.4 7
11. Total Deductions C11) 21,586.96
12. Net Value of Tax Return C12� 169,811.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Net Value of Estate Subject to Tax C14� 169,811.67
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) ��9•�> > -�� x 045 = 7,641.53
17. Amount of Line 14 at sibling rate C17) -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�= 7,641.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-15-2012 CD015970 382.08 8,500.00
TOTAL TAX PAYMENT g,882,pg
BALANCE OF TAX DUE 1,240.55CR
INTEREST AND PEN. .00
TOTAL DUE 1,240.55CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.