HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REY-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED FTITE
REGIS E OFF DATE 04-15-2013
ESTATE OF EVANS MARGARET W
1013 APR 19 i li! �� 2� DATE OF DEATH 10-02-2012
FILE NUMBER 21 12-1338
GREGORY K RICHARDS CLERK OF COUNTY CUMBERLAND
ACN
134 SIPE AVE ORPHANS' COURT APPEAL DATE: 06-14-2013
H U M M E L S T OW N W S M A NCR C ., PA (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 -i RETAIN LOWER PORTION FOR YOUR RECORDS 4--
REV-1547 EX AFP C12-113 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVANS MARGARET WFILE NO. :21 12-1338 ACN: 101 DATE: 04-15-2013
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 Bands (Schedule B) (2)
.00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 7,512.37
7. Transfers (Schedule G) (7) 431,.348.28
8. Total Assets (8) 438 x,860.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,532.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 13,532.41
12. Net Value of Tax Return (12) 425,328.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 425,328.24
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) 4 21i.328_24 X 045 = 19,139.77
17. Amount of Line 14 at sibling rate C17) -no X 12 = .00
18. Amount of Line 14 taxable at collateral rate CIS) .00 X 15 = .00
19. Principal Tax Due (19)= 19,139.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-28-2012 CDO16978 947.37 18,000.00
02-21-2013 CDO17220 .00 85.82
PAYMENT MUST BE MADE BY 07-02-2013*. TOTAL TAX PAYMENT 19,033.19
BALANCE OF TAX DUE 106.58
INTEREST AND PEN. .00
TOTAL DUE 106.58
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.