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HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsyLvarna APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX A F REVENUE INHERITANCE TAX DIVISION � _-_- -1547 FP (09-12) PO BOX 280601 HARRISBURG PA 17128-0601 RECORD"'D OFFICE OF DATE 04-08-2013 RECI.ST177R OF ESTATE OF WOODWARD LEE A DATE OF DEATH 08-29-2012 ,..13 FPR S f r'i~I ! FILE NUMBER 21 12-1023 COUNTY CUMBERLAND STEPHEN J HOGG ESQ CL.ERK' 0;- ACN 101 STE 101 © COURT APPEAL DATE: 06-07-2013 �, �;s�rss 19 S HA N O V E R ST (See reverse side under Objections CARLISLE `+ �1�TU 326+' s 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 F- --- ----------------------------------------------------------------- ---------------------- REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WOODWARD LE:E AFILE NO. :21 12-1023 ACN: 101 DATE: 04-08-2013 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, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 2,000. 00 6. Jointly Owned Property (Schedule F) (6) 30,757.20 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 32,757.20 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,8 30.76 10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 2,024.62 11. Total Deductions (11) 9,855.38 12. Net Value of Tax Return (12) 22,901 .82 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 22,901 .82 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) 00 x 045 = . 00 17. Amount of Line 14 at sibling rate C17) 22,901 82 X 12 = 2,748.22 18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00 19. Principal Tax Due (19) 2,748 22 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 11-15-2012 CDO16791 131 .58 2,500. 00 02-14-2013 CDO17176 .00 110.81 PAYMENT MUST BE MADE BY 05-29-2013*. TOTAL TAX PAYMENT 2,742.39 BALANCE OF TAX DUE 5.83 INTEREST AND PEN. . 00 TOTAL DUE 5.83 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.