HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RECORDED O 7�"r I C E O - REV-1547 IX AFP (09-12)
PO BOX 280601 r'
HARRISBURG PA 17128-0601
REGI"-TER OF WILLS
*� DATE 04-01-2013
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APR 5 iii DATETOFODEATH 09-10-2011 WARREN J
C LE R 0i FILE NUMBER 21 11-1022
COUNTY CUMBERLAND
JOEL 0 SECHRIST EsQORPWANS' COURT ACN 101
568 OLD YORK RD CUMBERLAND CO., PA APPEAL DATE: 05-31-2013
ETTERS PA 17319-9543 (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 E-
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REV-1547 EX AFP (12-11) NOTICE-OF-INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALLAWAY WARREN JFILE NO. :21 11-1022 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) . 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/Noises Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30,700.00
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 00
8. Total Assets C8) 30,700.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) . 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions
(11) .00
12. Net Value of Tax Return (12) 30,700.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,008,560.26
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) 1 •RRR.46n .26 X 045 = 45,380.71
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 100.00 X 15 = 15.00
19. Principal Tai; Due (19)= 45,395.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-29-2011 CDO15273 1,842. 11 35,000.00
06-08-2012 CDO16088 .00 7,172. 10
01-02-2013 CD016997 .00 1 ,381 .50
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-03-2013 TOTAL TAX PAYMENT 45,395.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. 23.34
TOTAL DUE 23.34
* 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. {,(�y