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 OFFItt 0
REGISTER OF
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ROGER 8 IRWIN ESQ
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CUMBERLAND C7 PA
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DEPARTMENT OF REVENUE
- RFV -0547 EX AFP (09-12)
DATE 03 -11 -2013
ESTATE OF COMP DONALD W
DATE OF DEATH 09 -24 -2012
FILE NUMBER 21 12-1117
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -10 -2013
(See reverse side under Objections)
Amount Remitted��
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --F RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV -1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COMP DONALD WFILE NO.:21 12 -1117 ACN: 101 DATE: 03 -11 -2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I . 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 Aortic
3. Closely Neltl Stock /Partnership Interest (Schedule CS (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) 44,027.03
6. Jointly Owned Property (Schedule F) (6) ,00
7. Transfers (Schedule G) (7) .00
B. Total Assets CB7 44,027.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H) (9) 3.542.04
10. Debts /Mortgage Liabilities /Liens ( Scbedule I) (10) 1.833.52
11. Total Deductions (11) 5,375.56
12. Net Value of Tax Return (12) 38,651.47
13. Charitable /Governmental Bequests; Mon- elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 38,651.47
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.
12-14-2012
ASSESSMENT OF TAX:
86.97
1,652.3
15. Amount of Line 14 at spousal rate
(15)
.00 X
00 =
.00
16. Amount of Line 14 taxable at lineal rate
(16)
3R.6';1 -47 X
045 =
1,739.32
17. Amount of Line 14 at sibling rate
(17)
.DO X
12 =
.00
is. Amount of Line 14 taxable at collateral rate
(I$}
.00 X
15 =
.DO
19. Principal Tax Duo
C19)=
1,739.32
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
12-14-2012
CDO16922
86.97
1,652.3
TOTAL TAX PAYMENT 1,739.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 100
* 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.
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