HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION �F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RE������ ���'i�� �F.
DATE 03-25-2013
RE�����'��` �� �k���;�S ESTATE OF SPECTER MAXINE E
pm DATE OF DEATH 05-27-2012
`?��� ���1 �2 Pi ! 1 �� FILE NUMBER 21 12-0629
COUNTY CUMBERLAND
DAVID A SPECTER �(„���( �� ACN 101
1822 MARISOL DR ����A� , ����.� APPEAL DATE: 05-24-2013
V E N T U R A C A ��p�.�.�2�0� � ��.+ �� (See reverse side under Objections)
�� F� Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALONG_THIS_LINE_____ � __RETAIN_LOWER PORTIDN FOR YOUR RECORDS �
REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF: SPECTER MAXINE EFILE N0. :21 12-0629 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED QN: ORIGINAL RETURN
1. Real Estate (Schedule A) �1� .0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) �2� 215,482.00 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) •0� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E� (5) 4 3,515.0 0
6. Jointly Owned Property CSchedule F) �6� .0 0
7. Transfers CSchedule G) ��� .0 0
8. Total Assets cs) 258,997.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 7.7 91.0 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 5.7 0 7.0 0
11. Total Deductions �il� 13,498.00
12. Net Value of Tax Return �12� 245,499.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� .0 0
14. Net Value of Estate Subject to Tax C14� 245,499.00
NOTE: If an assess�ent 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) 745.499_fl(1 X 045 = 11,047.46
17. Amount of Line 14 at sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate cl8) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 11,047.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-27-2012 CD016445 473.68 9,000.00
12-20-2012 CD016969 .00 1,573.79
T�TAL TAX PAYMENT 11,047.47
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE �1,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. '(//
U�