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
HARRISBUR6 PA 17128-0601
REC�R�}�� ����G� QF
�E���,�.�� �� ������� DATE 03-25-2013
ESTATE OF LAMPREY MARTHA J
� � �Qn �� D� � c� DATE OF DEATH 08-10-2012
��I � itl� � J FILE NUMB E R 21 12-0928
ERIC S LAMPREY COUNTY CUMBERLAND
��-��� �` ACN 101
515 COUNTRY�C�,�I�A�� ����"�' APPEAL DATE: 05-24-2013
CAM P H I L L ��r 4 (See reverse side under Objections)
�U:MBER��iN���:,��
Amount 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_ � ___________________
REV-1547 EX AFP C12-11� NOTICE �F INHERITANCE TAX APPRAISEMENT, ALLOWANCE �R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAMPREY MARTHA JFILE N0. :21 12-0928 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) C1� .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule 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 CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 4,6 5 0.0 0
6. Jointly Owned Property CSchedule F) C6� 3,450.86
7. Transfers (Schedule G) C7� 90,667.73
8. Total Assets cs) 98,768.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9�_ 5,3 4 0.5 0
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 3.14 0.21
11. Total Deductions C11? 8,480.71
12. Net Value of Tax Return C12� 90,287.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Net Value of Estate Subject to Tax C14� 90,287.88
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� 9�.7R7_RR X 045 = 4,062.95
17. Amount of Line 14 at sibling rate (17) .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)= 4,062.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-17-2013 CD017067 .00 1,000.00
01-17-2013 CD017068 .00 3,062.95
TOTAL TAX PAYMENT 4,062.95
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.