HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
HARRISBURG6PA 17128-0601 +1��
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���'��t�� (}�- ��;�� �� DATE 03-25-2013
_�{,, �``� ESTATE OF CONRAD SAMUEL I
��� �(1� ��` �?f3� DATE OF DEATH 04-27-2012
' r � �� FILE NUMBER 21 12-0690
GARY L ROTHCHILD �'�'���C (���' COUNTY CUMBERLAND
STE 35 ����"����' ����,�, ACN APPEAL DATE: 05-24-2013
2 215 F 0 R E S T H I L L s�tJRt3 F��,,t��� ��. (See reverse side under Objections)
HARRISBURG PA 17112-1099 ° �`� Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTH�USE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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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: CONRAD SAMUEL IFILE N0. :21 12-0690 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) �2� 51,956.78 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) C4? 183,187.06 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 114,555.95
6. Jointly Owned Property (Schedule F) C6� .0 0
7. Transfers (Schedule G) ��� 32,377.44
8. Total Assets C8) 382,077.23
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 14,8 24.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� 4,7 5 0.8 b
11. Total Deductions C11� 19,575.20
12. Net Value of Tax Return C12� 3b2,502.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Net Value of Estate Subject to Tax C14� 362,502.03
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) ;��•��?-�; x 045 = 16,312.59
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)= 16,312.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-20-2012 CD016281 684.21 13,000.00
01-24-2013 CD017098 .00 2,628.38
TOTAL TAX PAYMENT 16,312.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.