HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAXJ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��..��77�1 DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 06-04-2013
REGISTER OF V ILLS ESTATE OF DAU MICHAEL F
(?r1 DATE OF DEATH 03-12-2012
N113 f �flY 31 11 S - (1 FILE NUMBER 21 12-0373
COUNTY CUMBERLAND
CYNTHIA DAU CLERK Cr ACN 101
10 PLAINVIEW RD Q �� �5• C9�URT APPEAL DATE: 08-03-2013
CAMP HILL tlq, 1 p11q 79,28 (See reverse side under Objections)
GUM tFiLAtlU i,1 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 F
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REV 1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAU MICHAEL FFILE NO. :21 12-0373 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: CX) 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
3. Closely Hold Stock/Partnership Interest (Schedule L) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 168,575.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 16,038.72
S. Total Assets (e) 184 .614.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exponses/Adm. Costs/Mist. Expenses (Schedule H) (9) 8.003.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 139.254.51
11. Total Deductions (1I) 147,258.48
12. Net Value of Tax Return (12) 37,355.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 37,355.72
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) 37,355.72 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) � On X 045 - .00
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
t 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. _n