HomeMy WebLinkAbout04-19-13 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 REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED 0;F'F1C 04-15-2013
REGISTER B F W O.So-ATE OF HURSEN TRUDY N
DATE OF DEATH 04-21-2012
1013 APR IL 9 P,F1 f I�R NUMBER 21 12-0521
COUNTY CUMBERLAND
MURREL WALTERS III
54 E MAIN ST CLERIC. fit' ACN APPEAL DATE: 06-14-2013
MECHANICSBURG PA 17055-38%RPHANSr COURT (See reverse side under Objections)
CUMBERLAND COT.4►dAnt 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 4-
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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: HURSEN TRUDY NFILE NO. :21 12-0521 ACN: 101 DATE: 04-15-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 356,564.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 356,564.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 24,662.73
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,396.98
11. Total Deductions (11) 28,059.71
12. Net Value of Tax Return (12) 328,504.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 198,504.92
14. Net Value of Estate Subject to Tax C14) 130,000.00
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 C16) 1nS.nnn-fin X 045 = 4,725.00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) 25,000.00 x 15 = 3,750.00
19. Principal Tax Due (19)= 8,475.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-19-2012 CDO16272 423.75 8,051.25
TOTAL TAX PAYMENT 8,475.00
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.