HomeMy WebLinkAbout05-24-13 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE S� \�" DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX [�7Ri REV-1547 N AFP EVENUE
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF
REGISTIER OF WILLS DATE 12-03-2012
n ESTATE OF DUNN RUTH J
DATE OF DEA3-2012
LT13 FiR pU 2`1 P n I -2 U7 FILE NUMBERTH 21-12-0696
AARON C JACKSON ESQ CLERK OF COUNTY CUMBERLAND
ACN 101
STE 200 ORPHANS' COURT APPEAL DATE: 02-01-2013
2 LEMOYNE DR CUMBERLAND CO., PA (See reverse side under Objections)
LEMOYNE PA 17043-1222 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUNN RUTH JFILE NO. :21 12-0696 ACN: 101 DATE: 12-03-2012
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) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (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) •00
6. Jointly Owned Property (Schedule F) (6) 46,150.81
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 46.150.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .DO
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) -00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 46,150.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 46,150.81
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 46.11in-R1 X 045 = 2,076.79
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,076.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-29-2012 CDO16444 103.84 12,430.42
08-29-2012 CDO16447 .00 1,972.95
09-18-2012 CDO16515 .00 787.54
TOTAL TAX PAYMENT 15,294.75
BALANCE OF TAX DUE 13,217.96CR
INTEREST AND PEN. .00
TOTAL DUE 13,217.96CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.