HomeMy WebLinkAbout05-24-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU of INDIVIDUAL TAXES y[/ ►�`f
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION yyryy�rn�7�f� y yy REV-1547 EX AFP (03-13)
ED box HARRISBURG PA 17128-0601 REC C!,Lli. p
R E C i S T E R C''r- ..'3..L� DATE 05-27-2013
g ESTATE OF CATLIN HAROLD B
DATE OF DEATH 05-20-2012
{ " 3 FILE NUMBER 21 12-0904
COUNTY CUMBERLAND
CRAIG A HATCH ESQORPrIA t J rn, ACN 101
STE 100 APPEAL DATE: 07-26-2013
1013 MOMMA RD CU�1dEfi�/�G�J r;�+ (See reverse side under Objections)
LEMOYNE PA 17043-1144 Amount Remitted{
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —i RETAIN LOWER PORTION FOR YOUR RECORDS <--
RE 1547 EX AF {02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CATLIN HAROLD BFILE NO. :21 12-0904 ACN: 101 DATE: 05-27-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 10,500.16 credit to your account,
D0 submit the upper portion
3. Closely Held Stack/Partnership Interest (Schedule C7 (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41000.00
6. Jointly Owned Property (Schedule F) (6) 10,990.31
7. Transfers (Schedule G) (7) 168,912.97
8. Total Assets (a) 194.403.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39.,414.70
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 189.59
11. Total Deductions Cil) 39,604.29
12. Net Value of Tax Return (12) 154,799.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 154,799. 15
NOTE: If an assessment was issued previously, linos 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) .00 X 60 = 00
16. Amount of Line 14 taxable at lineal rate (16) 164.799-IG x 045 = 6,965.96
17. Amount of Line 14 at sibling rate (17) - On x 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 6,965.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-16-2012 CDO16395 348.30 81000.00
TOTAL TAX PAYMENT 8,348.30
BALANCE OF TAX DUE 1,382.34CR
INTEREST AND PEN. .00
TOTAL DUE 1,382.34CR
s 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. nR
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