HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �.,�7' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF- DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 E7! AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-06RECORDED OFFICE OF
REGISTER OF 4."ILLS DATE 06-04-2013
Z0`3 ESTATE OF JARRETT JOAN 8
Z0`3 (AIRY 31 AM 11 55 DATE OF DEATH 05-19-2012
FILE NUMBER 21 12-0610
FFRR COUNTY CUMBERLAND
SCOTT M DI NINPE�IR��SO'K OF ACN 101
3117 CHEST41 UNS' COURT APPEAL DATE: 08-03-2013
CAMP HILICUMBERLPa!E17bI.;-wx29 (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--4--
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JARRETT JOAN BFILE NO. :21 12-0610 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: OO 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) 66,584.54 credit to your account,
.00 submit the upper portion
3. Closely Hold Stock/Partnership Interost (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) 38.99
6. Jointly Owned Property (Schedule F) (6) 113,608. 06
7. Transfers (Schedule G) (7) 248,120. 12
S. Total Assets (8) 428.351 .71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensos/Adm. Costs/Mist. Expenses (Schedule H) (9) 5.057.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.855. 00
11. Total Deductions (11) 7,912.81
12. Not Value of Tax Return (12) 420,438.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 420,438.90
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) 6Jn.4iA _gn X 045 = 18,919.75
17. Amount of Line 14 at sibling rate (17) .00 X 12 . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Duo (19)= 18,919.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-07-2012 CDO16357 945.99 18,500.00
TOTAL TAX PAYMENT 19,445.99
BALANCE OF TAX DUE 526.24CR
INTEREST AND PEN. . 00
TOTAL DUE 526.24CR
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.