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HomeMy WebLinkAbout03-04-13 NOTICE OF INHERITANCE TAX A, pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12) PO BOX 280601 HARRISBURG PA 17128-0601 RECQRCD C~ SCE OF DATE 02-26-2013 RECa- ESTATE OF WOOD SHIRLEY M a~pppp DATE OF DEATH 03-01-2011 FILE N 21 11-0323 /013 I tllf~ I !9 .1t2 94 C OUNTYUMBER CUMBERLAND ROBERT G FREY ACN 501 5 S HANOVER ST C LEl",X C F APPEAL DATE: 04-27-2013 CARLISLE 04P NA",1_ MJR T (See reverse side under Objections) CUMBERLAND CO., ?A Amount RemittedI 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 REV 1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WOOD SHIRLEY MFILE NO.:21 11-0323 ACN: 501 DATE: 02-26-2013 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 45,000 . 00 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 45,000.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,256.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24,763.00 11. Total Deductions (11) 29, 019.00 12. Net Value of Tax Return (12) 15, 981.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 15,981.00 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) 15, 981.00 x 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -n0 x 045 = 00 17. Amount of Line 14 at sibling rate (17) On x 12 = 00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 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.