HomeMy WebLinkAbout05-24-13 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
PO SOX 280601
REV-1547 EX AFP (03-13)
HARRISBURG PA 17128-0601
RF"I5il.�� OF Z°1� DATE 05-27-2013
ESTATE OF JULIUS EDWIN A
n DATE OF DEATH 03-26-2012
FILE NUMBER 21 12-0429
COUNTY CUMBERLAND
KENT H PATTERSON CLERK OF ACN 101
221 PINE ST �ddNN C., ", APPEAL DATE: 07-26-2013
HARRISBURG CP'i 71 Cv..�i �
�};13,49 (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---__ --1�---RETAIN LOWER PORTION FOR YOUR RECORDS f�
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JULIUS EDWIN AFILE NO. :21 12-0429 ACN: 101 DATE: 05-27-2013
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 Bonds (Schedule B) C2) 293,503.37 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) 6,689.47
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 19,719.16
8. Total Assets (g) 319.912.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,010.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.923.64
11. Total Deductions (11) 25,934.35
12. Net Value of Tax Return (12) 293,977.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 293,977.65
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) 10,262.75 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) PR;-714-9n X 045 = 12,767.17
17. Amount of Line 14 at sibling rate C17) . nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,767. 17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
GATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-10-2013 CDO17036 7.33- 12,774.50
01-10-2013 CDO17037 , 8.37- 8.38
TOTAL TAX PAYMENT 12,767. 18
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE . 01CR
x 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. (�
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