HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 290691
HARRISBURG PA 17128 -0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RECORDED OFFeGE OF
REGISTER OF WILLS
1013 N 18 AM 8 32
ROBERT K SCHELL JR
1000 BROOKWOOD DR CLERK 0i
MECHANICSBURG ARP#ANS' 'I QWRT
CUMBERLAND CO., PA
s pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09 -12)
DATE 03 -11 -2013
ESTATE OF SCHELL MARGARET M
DATE OF DEATH 09 -30 -2012
FILE NUMBER 21 12 -1176
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -10 -2013
(See reverse side under Objections)
Amount Remitted I
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 t--
REV -1547 EX AFP C12 -I1) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHELL MARGARET MFILE NO.:21 12 -1176 ACN: 101 DATE; 03 -11 -2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) on NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 46,870.45 credit to your account,
.
3. Closely Held Stook /Partnership Interest (Schedule C) (3) 00 submit the upper portio of this form with your
4. Mortgages /Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash /Bank Deposits /Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7- Transfers (Schedule G) (7) •00
S. Total Assets (8) 46,870.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses /Adm. Costs /Mist. Expenses (Schetlule H) (9) 8,219.74
10. Debts /Mortgage Liabilities /Liens (Schedule I) (10)— 2._367.33
12. Total Deductions (IL) 10,587.07
12. Net Value of Tax Return (12) 36,283.38
13. Charitable /Governmental Bequests; Non- olacted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 36,283.38
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 -27 -2012
ASSESSMENT OF
TAX:
1,551.11
15. Amount of
Line 14
at spousal
rate
(15)
.00 X
00 =
.00
16. Amount of
Line 14
taxable at
lineal rate
(16)
56.283 3R X
045 =
1,632.75
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 Duo
(19)=
1,632.75
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
12 -27 -2012
CDO16974
81 . 644
1,551.11
TOTAL TAX PAYMENT
BALANCE OF TAX DUE1_00
INTEREST AND PEN. 00
TOTAL DUE .00 Z
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.