HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX [ J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 5�..\?' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX [ 7
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 06-04-2013
REGISTER OF WILLS ESTATE OF FLEMING THOMAS J
DATE OF DEATH
IO13 f iflY 31 An ii 56 FILE NUMBER 21 /2-0833
COUNTY CUMBERLAND
PETER J RESSLER ESQ CLERK OF ACN 101
3401 N FRONT ST ORPHANS' COURT APPEAL DATE: 08-03-2013
PO BOX 5950 (�II 11 LL��pp FF�II ���� (See reverse side under Objections)
HARRISBURG P R'-1'9Y 1'QAI362CO., PA 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 E�
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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: FLEMING THOMAS JFILE NO. :21 12-0833 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 587,333.53 credit to your account,
00 submit the upper portion
S. Closely H¢1tl Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 24,091 .76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 135,725.81
8. Total Assets (8) 747,151 . 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 31 .347.59
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) . 00
11. Total Deductions (11) 31,347.59
12. Net Value of Tax Return (12) 715,803.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Not Value of Estate Subject to Tax (14) 715,803.51
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) 715,803.51 X 00 = .00
16. Amount of Line 14 taxable at lineal rata (16) -00 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 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. /�