HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OF"'! "C OF
REGISTER OF V'! ._ -S
%Gi3 �1ftH 18 P, i� 8 32
BETSY H SPROW (`.j -ERK OF WASHINGTON STREET"
Po BOX 1179 ORPHANS' COURT
READING PA
pennsytvani'a
DEPARTMENT OF REVENUE`.
REV -1547 EX AFP C09 -12)
DATE 03 -11 -2013
ESTATE OF BONN JEAN M
DATE OF DEATH 08-04 -2012
FILE NUMBER 21 12 -1013
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -10 -2013
(See reverse side under Objections)
Amount Remitted- u�
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 EE-
'..
----'-------------------------------------'-------------_--_-------------------------------
REV -1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
ED x
DISALLOWANCE OF DEDUCTIONS AND
ASSESSMENT OF TAX
(17)
ESTATE
OF: BOHN JEAN MFILE NO.:21 12 -1013
ACN: 101
DATE: 03 -11 -2013
.00 x
TAX RETURN WAS: C X) ACCEPTED AS FILED ( )
CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(19)=
11,492.68
1.
Real Estate (Schedule A)
(1)
•00
NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
(2)
211,471.92
credit to your account.
00
submit the upper Aortic
3.
Closely Held Stack /Partnership Interest (Schedule G5
(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)
54,829.14
6.
Jointly Owned Property (Schedule F)
(6)
.00
4,319.15
7.
Transfers CSchedule G)
(7)
8.
Total Assets
(a)
270,620.21
APPROVED
DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses /Adm. Costs /Misc. Expenses CSchedule H)
(9)
13.452.30
10.
Debts /Mortgage Liabilities /Liens (Schedule I)
(10)
1,775.11
11.
Total Deductions
(11)
15,227.41
12.
Net Value of Tax Return
C12)
255,392.80
13.
Charitable /Govornmental Bequests; Non - elected 9113 Trusts
( Schedule
J) (13)
.00
14.
Net Value of Estate Subject to Tax
(14)
255,392.80
NOTE: If an assessment was issued Previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rata
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
Lines 14, 15, 16, 17, 18 and /or 19 will
of all returns assessed to date.
(15)
.00 x
00 =
.00
(16) 255.592
ED x
045 =
11,492.68
(17)
-00 X
12 =
.00
(18)
.00 x
15 =
.00
(19)=
11,492.68
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
10 -19 -2012
C 016665
574.63
111000.00
03 -04 -2013
REFUND
.00
81.95-
> IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 11,492.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 100
N
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.