HomeMy WebLinkAbout06-17-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE = DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 D( AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 � � �� �� ���
;�E���j,���j ���'�l�� �� DATE 06-17-2013
R��+� ��=�� OF �"�ILLS ESTATE OF CARTER SR DONALD L
DATE OF DEATH 03-10-2010
���1� uUN 1 / P�l 1 Il COUNTYUMBER CUMBERLAND
JENNIFER B HIPP
1 W MAIN ST CLERK OF� ac" APPEAL DATE: 08-16-2013
SHIREMANSTOWN PA �(t@@ek��g�COURT (SeereversesideunderObjections)
CUMBERLAND CO., .PA amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____ � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARTER SR DONALD LFILE N0. :21 10-0337 ACN: 101 DATE: 06-17-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate CSchedule A) (1) •�� NOTE: To ensure proper
2. Stocks and Bonds cSchedule B) �2� 6,39 7.30 credit to your account,
.00 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) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) .00
6. Jointly Owned Property CSchedule F) C6� .00
7. Transfers CSchedule G) ��� .00
8. Total Assets (8) 6,397.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9� 4 5 0.00
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) .00
11. Total Deductions C11) 450.00
12. Net Value of Tax Return �12� 5,947.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) �13� .0 0
14. Net Value of Estate Subject to Tax C14� 3,681,190.45
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) ;•�A� • � 9�-4� x 045 = 165,653.58
17. Amount of Line 14 at sibling rate C17) -0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19�= 165,653.58
TAX CREDITS:
PAYMENT RECEIPT DISCDUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-09-2010 CD012872 5,520.01 104,880.25
12-10-2010 CD013762 .00 54,857.21
07-05-2011 CD014670 .00 130.75
04-03-2013 CD017396 20.84- 286.35
TOTAL TAX PAYMENT 165,653.73
BALANCE OF TAX DUE . 15CR
INTEREST AND PEN. .00
TOTAL DUE . 15CR
* 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. �