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 REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGISTER OF WA ILLS DATE 04-01-2013
ESTATE OF WHITE RUTH B
1113 APR 5 Ffl 1154 DATE OF DEATH 03-08-2012
FILE NUMBER 21 12-0354
KEITH J STROUSE CLERK COUNTY CUMBERLAND
OF
ACN 101
816 CENTRE ST ORPHANS COURT APPEAL DATE: 05-31-2013
ASHLAND 0IJFABtWEAN)ftb., PA (See reverse side under Objections)
Amount Remitted I
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 +—
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---1----13 NOTICE OF INHERITANCE X A
--T-A---A-P-P-R--I-S-E-M-E-N-T, ALLOWANCE OR
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHITE RUTH BFILE NO. :21 12-0354 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 115,550.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 255,990.03 credit to your account,
S. 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) 143,470.60
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 90,798.01
8. Total Assets (8) 605,808.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,572.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO)- 3,707.24
11. Total Deductions (11) 39,280.22
12. Net Value of Tax Return (12) 566,528.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 566,528.42
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 andifor 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) 564,528-42 x 045 = 25,493.78
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00-
18. Amount of Line 14 taxable at collateral rate .00 X 15 = .00
19. Principal Tax Due (19)= 25,493.78"
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
05-25-2012--CD016031 1,274.69 25,600.00
TOTAL TAX PAYMENT 26,874.69
BALANCE OF TAX DUE 1,380.91CR
INTEREST AND PEN. .00
TOTAL DUE 1,380.91CR
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 INSTRUCTIONL