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
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16:3 MR 11-8
HEATHER L MOORE �- ,-
7 FRONT ST GLE RkK C, _
SHIREMANSTOWN 0$RHN� i' `2F
CUMBERLAND,
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DEPARTMENT OF REVENUE
REV -1547 EX AFP (09 -12)
DATE 03 -18 -2013
ESTATE OF WAY KELLEY A
DATE OF DEATH 06 -11 -2012
FILE NUMBER 21 12 -1083
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAY KELLEY AFILE N0.:21 12 -1083 ACN: 101
OR
DATE: 03 -18 -2013
of all returns
TAX RETURN WAS: ( X) ACCEPTED AS FILED C )
CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1.
Real Estate (Schedule A) Cl)
•00
NOTE: To ensure proper
2.
Stocks and Bonds CSchedule B) C2)
.00
credit to your account,
.00 X
00 =
00
submit the upper portion
3.
Closely Held Stock /Partnership Interest (Schedule C) (3)
(16)
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)
10,250.95
12 =
6.
Jointly Owned Property (Schedule F) C6)
.00
collateral rate
7.
Transfers (Schedule G) C7)
.00
.00
8.
Total Assets
(8)
10,250.95
APPROVED
DEDUCTIONS AND EXEMPTIONS:
.00
TAX CREDITS:
9.
Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H) C9)
4,205.50
10.
Debts /Mortgage Liabilities /Liens (Schedule I) (10)
6,757.49
11.
Total Deductions
C11)
10,962.99
12.
Net Value of Tax Return
C12)
712.04-
13.
Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule
J) (13)
.0 0
14.
Net Value of Estate Subject to Tax
(14)
712.04-
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
(16)
-nn, x
045 =
.00
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 Due
(19)=
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT 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 CCR), YOU MAY BE DYE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ?