HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 1
PO BOX 280601
REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
RECORDED OFFICE DE DATE 04-01-2013
REGISTER OF WILLS ESTATE OF SIMMONS EDNA R
DATE OF DEATH 11-11-2011
%lJi3 APR 811153 FILE NUMBER 21 12-0903
COUNTY CUMBERLAND
M T BANK TRUSTEE
ATTN KAREN CUMMIN�GLE RK OF ACN APPEAL DATE: 05-31-2013
1 M AND T P L Z OIR M A N S' COURT (See reverse side under Objections)
BUFFALO CUMBtA2 ARFL'V0 t'A Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: SIMMONS EDNA RFILE NO. :21 12-0903 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C5) 3,060.82
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1 ,146,834.93
8. Total Assets (8) 1 ,149,895.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 26,985.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 620.85
11. Total Deductions (11) 27,606.63
12. Net Value of Tax Return (12) 1,122,289. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1 ,122,28 9. 12
14. Net Value of Estate Subject to Tax C14) .00
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) - nn X 045 .00
17. Amount of Lime 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) . 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.