HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALL(3WANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION �F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C09-12)
PO BOX 280601 ���,����'+�,�'3 ������ �F
HARRISBURG PA 17128-0601 �'�
�������� �� ����'�"S DATE 03-25-2013
y'�#�� ��#t �� �� � S� DATETOFODEATH 04W15L2012 SARAH J
FILE NUMBER 21 12-0901
��'��K �' COUNTY CUMBERLAND
IVO V OTTO III Qf{���NS� ��U�� ACN 101
10 E HIGH ST ����ER(�Q � APPEAL DATE: 05-24-2013
CA R L I S L E PA 17 0-I�-3��' �� (See reverse side under Objections)
A�nount Remitted
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 C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOWELL SARAH JFILE N0. :21 12-0901 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule 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 CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •�0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 5 3,0 51.0 9
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchedule G) ��� 14,995.86
s. Total Assets cs) 68,046.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 14,13 3.0 2
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 6,10 8.8 3
11. Total Deductions C11� 20,241.85
12. Net Value of Tax Return �12� 47,805.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Net Value of Estate Subject to Tax �14� 47,805.10
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) 47•��S- � � X 045 = 2,151.23
17. Amount of Line 14 at sibling rate C17) _D 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 (19)= 2,151.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-15-2013 CD017055 .00 2,151.23
TOTAL TAX PAYMENT 2,151.23
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.