HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX : pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��T' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARR ISBURG PA 17128-0601 I`oECOnlnEn C _ I�7 Or
RE(/GI(ST -,IJI OF '.,;LLS DATE 06-04-2013
Z013 Rpp ESTATE OF TAYLOR OLLIE L
LO 13 11114 JI F1.71 _ ;) DATE OF DEATH 03-21-2012
FILE NUMBER 21 12-0469
COUNTY CUMBERLAND
ROBERT D TAYLOR JR CLERK C1 ACN 101
3828 CARRIAGE HOUSPMAIDS' M".-,T APPEAL DATE: 08-03-2013
CAMP HILL Cat,16ERILY �14560 ^"; (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 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV 1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TAYLOR OLLIE LFILE NO. :21 12-0469 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 233,137.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (e) 233,137.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 4,252.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 4,252.00
12. Net Value of Tax Return (12) 228,885.92
13. Charitable/Govornmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 228,885.92
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) 77R.RRr..97 X 045 = 10,299.87
17. Amount of Line 14 at sibling rate (17) -DD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 . 00
19. Principal Tax Due (19)= 10,299.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-19-2012 CDO15876 .00 . 02
04-04-2013 CDO17403 .02- 10,299.87
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-05-2013 TOTAL TAX PAYMENT 10,299.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. 87.82
TOTAL DUE 87.82
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.