HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - - - - -- REV -1547 EX AFP (09 -12)
PO BOX 280601
HARRISBURG PA 17128 -0601
' °- '°R - '`" ' (DATE 03 -18 -2013
REGI NE--R O J ESTATE OF ENDERS MATILDA L
DATE OF DEATH 10 -29 -2011
j 18 All � 51LE NUMBER 21 12 -0817
COUNTY CUMBERLAND
AMY M MOYA ACN
f 101
5011 LOCUST LN qr�r APPEAL DATE: 05 -17 -2013
HARRISBURG PA 1710A' O5 NSA ` 'Otu' _ R'r ( Objections)
See reverse side under Ob ections
CUMBERLAND 0 i•, D 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 �
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REV -1547 EX AFP (12 -11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ENDERS MATILDA LFILE NO.:21 12 -0817 ACN: 101 DATE: 03 -18 -2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) (4) •00 tax payment.
5. Cash /Bank Deposits /Misc. Personal Property (Schedule E) (5) 2,708.25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7)
295,932.36
8. Total Assets C8) 298,640.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H)
(9)
28,9 31.77
07 -25 -2012
10.
Debts /Mortgage Liabilities /Liens (Schedule I)
11,996.39
CIO)
3,122.49
11.
Total Deductions
C11)
32, 054.26
12.
Net Value of Tax Return
C12)
266,586.35
13.
Charitable /Governmental Bequests; Non - elected 9113
Trusts
(Schedule
J) (13)
.00
14.
Net Value of Estate Subject to Tax
(14)
266,586.35
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
C15)
.00 X 00
= .00
16.
Amount of Line 14 taxable at lineal rate
(16)
766 •
g,86 - 3S X 045
= 11,996.39
17.
Amount of Line 14 at sibling rate
(17)
.0 0, X 12
= .00
18.
Amount of Line 14 taxable at collateral rate
(18)
.00 X 15
= .00
19.
Principal Tax Due
(19)=
11,996.39
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C +)
INTEREST /PEN PAID ( -)
AMOUNT PAID
07 -25 -2012
CDO16306
.00
11,996.39
TOTAL TAX PAYMENT 11,996.39
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 pUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.