HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE �R DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIDNS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION /��-, REV-1547 IX AFP (09-12)
PO BOX 280601 �ECVi���� ��'°���� �F
HARRISBURG PA 17128-0601 �F������ �� ��`,�� ��
DATE 03-25-2013
;�i�;�� ��� �2 �:� �S��E OF PATTERSON JERRY B
DA OF DEATH Ob-15-2012
�L�r�� �� FILE NUMBER 21 12-0995
BRADLEY L GRIFFIE Q���j��S' (;�€� UNTY CUMBERLAND
�N 101
200 N HANUVER ST CUM6ERl.At�Q ��., P;� APPEAL DATE: 05-24-2013
CA R L I S L E P A 17 013-2 4 2 3 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE 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
DISALLDWANCE t3F DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PATTERSON JERRY BFILE N0. :21 12-0995 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN6ED
APPRAISED VALUE OF RETURN BASED QN: 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 (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •0� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 31,5 91.61
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchedule G) ��� .0 0
8. Total Assets cs) 31,591.61
APPROVED DEDUCTI�NS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H� C9� 21 .34 3.11
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 5 8 2.2 0
11. Total Deductions C11) 21,925.31
12. Net Value of Tax Return C12� 9,666.30
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) �lg� .0 0
14. Net Value of Estate Subject to Tax C14� 9,666.30
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•��b-�� x 045 = 434.98
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�= 434.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-14-2012 CD016501 21.75 2,700.00
TOTAL TAX PAYMENT 2,721.75
BALANCE OF TAX DUE 2,28b.77CR
INTEREST AND PEN. .00
TOTAL DUE 2,286.77CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE .
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.