HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX I pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGISTER OF WILLS
REGISTER V WILLS 04-01-2013
'0t3 RPR � DATE TOFODEATH 05-06-2012 JOELLEN
CLERK OF FILE NUMBER 21 12-0583
COUNTY CUMBERLAND
JESSICA L FISHER ORPHANS' COURT ACN 101
STE C100 CUMBERLAND Co., AA APPEAL DATE: 05-31-2013
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 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 d-
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REV-1547 EX AFP C12-11? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIRWAN JOELLEN FILE N0. :21 12-0583 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl} •00 NOTE: To ensure proper
2. Stocks and Bands (Schedule B) (2)
.00 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) C5) 129,843.51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .'530:611 .44
8. Total Assets (8) 180,454.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {9} 22,84 9.27
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 7,906.41
11. Total Deductions (11) 30,755.68
12. Net Value of Tax Return (12) 149,699.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 149,699.27
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) 149.699.27 X 045 = 6,736.47
17. Amount of Line 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 C19)= 6,736.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-03-2012 CDO16344 336.82 7,479.04
TOTAL TAX PAYMENT 7,815.86
BALANCE OF TAX DUE 1 ,079.39CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,079.39CR
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. b