HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX � DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
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�����.�..�� �F ����� � � DATE 03-25-2013
ESTATE OF DAILEY RACHEL M
i,���� ��� �� �� Z �� DATE OF DEATH 07-19-2012
FILE NUMBER 21 12-0900
MICHAEL L BANGS COUNTY CUMBERLAND
�L��� �� ACN 101
429 S 18TH ST � APPEAL DATE: 05-24-2013
ORpKANS G�URT
CA M P H I L L ������1���1��0�a (See reverse side under Objections)
Amount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --► RETAIN LUWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP (12-11� NUTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAILEY RACHEL MFILE N0. :21 12-0900 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) •�� 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 (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,36 3.9 5
6. Jointly Owned Property (Schedule F) �6� .0 0
7. Transfers CSchedule G) �7� 717,055.96
8. Tota1 Assets cs) 738.419.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 14,5 6 8.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� 1,3 9 4.8 5
11. Total Deductions C11) 15,963.36
12. Net Value of Tax Return C12� 722,456.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� .0 0
14. Net Value of Estate Subject to Tax �14� 722,456.55
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) -�� x 0 4 5 = .0 0
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) 722,456.55 X 15 = 108,368.48
19. Principal Tax Due �19�= 108,368.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-15-2012 CD016b41 5,3b8.42 102,000.00
01-18-2013 CD017076 .00 1,000.06
TOTAL TAX PAYMENT 108,3b8.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
t
* 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.