HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX -,
PD BOX 280601
REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-01-2013
REGISTER OF 'N1I L5 ESTATE OF STAKE RUTH A
yy DATE OF DEATH 06-24-2006
1013 APR 5i 1 i 52 COUNTYUMBER CUMBERLAND
WAYNE F SHADE ESQ ACN 101
53 W POMFRET ST CLERK OF APPEAL DATE: 05-31-2013
CARLISLE MPRIATrO5MRT (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 F-
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REV 1547 EX AFP 1.12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STAKE RUTH AFILE NO. :21 06-0656 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 21,576.00 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) .00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 00
8. Total Assets (8) 21 ,576.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 519.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 00
11. Total Deductions (11) 519.00
12. Net Value of Tax Return (12) 21,057.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 86,762.29
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) 86,762-29 X 045 = 3,904.31
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)= 3,904.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
09-19-2006 CD007220 157.89 3,000.00
06-15-2007 REFUND .00 191 . 10-
01-03-2013 CDO17002 261 .26- 1 ,215.29
TOTAL TAX PAYMENT 31920.82
BALANCE OF TAX DUE 16.51CR
INTEREST AND PEN. .00
TOTAL DUE 16.51CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.