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
��C���'��`�� �;V�~��1� �� DATE 06-17-2013
�E��v� �'� �� '°"�°�-�°� ESTATE OF ALLEMAN HELEN E
�p 1 DATE OF DEATH 01-16-2013
1.�13 JUN 1? �i I 1 �� FILE NUMBER 21 13-0107
COUNTY CUMBERLAND
CHARLES E PETRIE ��E}�K t�;: AcN 101
3528 BRISBAN ST nRPH� S' C O U RT APPEAL DATE: 08-16-2013
H A R R I S B U R G P A 17�'1'I (See reverse side under Objections)
CUMBER APVD GO., pA A m o u n t R e m i t t e d
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SRUARE
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: ALLEMAN HELEN EFILE N0. :21 13-0107 ACN: 101 DATE: 06-17-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORI6INAL RETURN
1. Real Estate (Schedule A) C1) •�� NOTE: To ensure proper
2. Stocks and Bonds cSchedule B) C2� 2 6,281.20 credit to your account,
.�� submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) �5) 1 ,100,801.67
6. Jointly Owned Property (Schedule F) �6� .00
7. Transfers (Schedule G) ��� .00
8. Total Assets (8) 1 .127.082.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 3,7 96.09
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 10.862.88
11. Total Deductions C11) 14,658.97
12. Net Value of Tax Return �lp� 1,112,423.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .00
14. Net Value of Estate Subject to Tax C14� 1 ,112,423.90
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 0 0 = .00
16. Amount of Line 14 taxable at lineal rate C16) -�� x 04 5 = .00
17. Amount of Line 14 at sibling rate C17) -�� X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) 1 ,112,423.90 X 15 = 166,863.59
19. Principal Tax Due �19�= 166�863.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-08-2013 CD017298 8,343. 18 158,520.41
TOTAL TAX PAYMENT 166,863.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� 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.