HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-D601
��������� ������ �F DATE 03-25-2013
��������{ �� 7���..�.-S ESTATE OF MEYER MARY J
DATE OF DEATH 08-06-2012
�t!�� i 1ti[1 22 pl t 1 �j�FILE NUMBER 21 12-0887
COUNTY CUMBERLAND
HUNBERT X GILROY
10 E HIGH ST ��-E�� �� ACN 101
�� ����.�. APPEAL DATE: 05-24-2013
C A R L I S L E P A 17 0����9� (See reverse side under Objections)
�r��$�R�-��� ���� �A Amount Re�nitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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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: MEYER MARY JFILE N0. :21 12-0887 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C � CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) �1� 1b0,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) �2� 273,980.45 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) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 31,2 b 2.25
6. Jointly Owned Property CSchedule F� C6� .0 0
7. Transfers CSchedule G) ��? .0 0
8. Total Assets c8) 465,242.70
APPROVED DEDUCTIUNS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H? C9� b 5,20 8.5 7
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 92.065.59
11. Total Deductions C11) 157,274.16
12. Net Value of Tax Return �12� 307,968.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J? �13� 21,3 5 d.0 0
14. Net Value of Estate Subject to Tax C14� 286,618.54
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) -�� x 0 4 5 = .0 0
17. Amount of Line 14 at sibling �ate (17) 137.334.20 X 12 = 16,480.10
18. Amount of Line 14 taxable at collateral rate C18) 149,284.34 X 15 = 22,392.65
19. Principal Tax Due �19�- 38,872.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-02-2012 CD016727 1,943.b4 37,000.00
03-18-2013 REFUND .00 70.89-
TOTAL TAX PAYMENT 38,872.75
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.