HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsyLvania
BUREAU OF INDIVIDUAL TAXES ��������'��B�NCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION ������H� �� �y����
ASSESSMENT OF TAX REV-1547 IX AFP co9-iz�
PO BOX 280601 � �=°��
HARRISBURG PA 17128-0601
;��� � 1#1t1 22 E�� 1 CJ� DATE 03-25-2013
ESTATE OF ENGLE LOIS S
CL�R�C ��w DATE OF DEATH 08-01-2012
O��NQ��. �a�R�. FILE NUMBER 21 12-0859
COUNTY CUMBERLAND
KEITH D WAGNER CUMBERLAP�D C(},, �A ACN 101
6 E MAIN ST APPEAL DATE: 05-24-2013
P 0 B OX 3 2 3 (See reverse side under Objections)
PALMYRA PA 17078-0323 Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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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: ENGLE LUIS SFILE N0. :21 12-0859 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) •�� NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2� .0 0 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 CSchedule D� C4) •�0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 2 6,b 5 6.5 8
6. Jointly Owned Property (Schedule F) �6� .0 0
7. Transfers (Schedule G) ��� .0 0
8. Total Assets c8) 26,656.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 4,0 3 5.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� 15.632.28
11. Total Deductions C11) 19,6b7.53
12. Net Value of Tax Return C12� 6,989.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� 6.98 9.0 5
14. Net Value of Estate Subject to Tax C14� .0 0
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate (16) -�� x 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate (17) -�� X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19�= .0 0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.