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
L�' IRS
LINDA J OLSEN ESQ �+
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HARRISBURG "PA 1'ti'2'844 0., 3r+
pennsylvania
DEPARTMENT OF REVENUE
- REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF WALMER JEAN E
DATE OF DEATH 04 -07 -2012
FILE NUMBER 21 12 -0486
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -17 -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 - - -- -) 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: WALMER JEAN EFILE NO.:21 12 -0486 ACN: 101 DATE: 03 -18 -2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock /Partnership Interest (Schedule C)
4. Mortgages /Notes Receivable (Schedule D)
5. Cash /Bank Deposits /Mist. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses /Adm. Costs /Mist. Expenses (Schedule H)
10. Debts /Mortgage Liabilities /Liens (Schedule I)
C 1 ) .00
(2) .00
(3) .00
(4) .00
(5) 407, 696.83
(6) .00
(7) 3,493.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 411,189.83
(9) 13,718.04
(10) 81011.03
11.
Total Deductions
DISCOUNT ( +)
INTEREST /PEN PAID C -)
(11)
21,729.07
12.
Net Value of Tax Return
16,000.00
(12)
389,460.76
13.
Charitable /Governmental Bequests; Non - elected 9113
Trusts (Schedule
J) (13)
.00
14.
Net Value of Estate Subject to Tax
(14)
389,460.76
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 00
= .00
16.
Amount of Line 14 taxable at lineal rate
C16) 3R9.46n.76
X 045
= 17,525.73
17.
Amount of Line 14 at sibling rate
(17)
nn X 12
= .00
18.
Amount of Line 14 taxable at collateral rate
(18)
.00 X 15
= .00
19.
Principal Tax Due
(19)=
17,525.73
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
06 -19 -2012
CDO16139
842.11
16,000.00
01 -02 -2013
CDO17016
.00
683.62
TOTAL TAX PAYMENT 17,525.73
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 D s,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.