HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 03-11-2013
REGISTFS OF %aIILS ESTATE OF WALLACE STEPHEN A
DATE OF DEATH 07-07-2011
,013 (r:00 1 1 8 Qfl 8 29 FILE NUMBER 21 11-0940
li ilk COUNTY CUMBERLAND
CHARLES E SHIELDS II�LERK CF ACN 101
6 CLOUSER RD APPEAL DATE: 05-10-2013
MECHANICSBURG W HAM-CURT (See reverse side under Objections)
CUMBERLAND CO., PA 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 E-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR i
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALLACE STEPHEN AFILE NO. :21 11-0940 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( 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) (2) .00 credit to your account,
.00 submit the upper Portia
3. Closely Held Stock/Partnership Interest (Schedule L) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule II) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 25,822.77
6. Jointly Owned Property (Schedule F) (6) 2,859.62
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 28.682.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses [Schedule H) (9) 4.835.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22,954.00
11. Total Deductions (11) 27,789.00
12. Net value of Tax Return (12) 893.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 893.39
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) R9;-A9 X 045 = 40.20
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)= 40.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-3
12-24-2012 CDO16964 .77- 40 .97
03-04-2013 SBADJUST .00 .09
TOTAL TAX PAYMENT 40.20
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.