HomeMy WebLinkAbout03-18-13 RECoROE�,
RED {Q; F�INHERITANCE TAX . pennsylvania
RE GP ¢� LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES .� ���t{DINFUr!r` -` SAND ASSESSMENT OF TAX REV-1547 EX AFP (09-12)
INHERITANCE TAX DIVISION cJ 1 x``11
PO BOX 280601 ti'�IJ
HARRISBURG PA 17128-0601
CLERK V DATE 03-11-2013
0 OLI ESTATE OF WALSH BARBARA A
�t to DATE OF DEATH 11-17-2011
CUMgERtAPIp UUU PQ FILE NUMBER 21 11-1276
COUNTY CUMBERLAND
BATHAN C WOLF ESQ ACM 101
10 W HIGH ST APPEAL DATE: 05-10-2013
CARLISLE PA 17013-2922 (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- l-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALSH BARBARA AFILE NO. :21 11-1276 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
00 submit the upper portio
3. Closely Held Stock/Partnership Interest (Schedule L) (3) . 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) 103,110.25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CS) 103,110 .25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,780.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 29,751 .29
11. Total Deductions (11) 46,531 .57
12. Net Value of Tax Return (12) 56,578.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 56,578.68
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) 28,289.34 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 9R.JR9.36 X 045 = 1,273.02
17. Amount of Line 14 at sibling rate (17) no X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1 ,273.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-16-2012 CDO15599 63.65 2,100. 00
TOTAL TAX PAYMENT 2,163.65
BALANCE OF TAX DUE 890.63CR
INTEREST AND PEN. .00
TOTAL DUE 890.63CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU6`f
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. l�