HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
T
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03.13)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED O F FIC F OF
REGISTER OF 1.1LILS DATE 06-04-2013
(� ESTATE OF ROCK CARRIE 0
M3 f IRY 31 1 p11 I ! _ ')5 DATE OF DEATH 05-27-2012
FILE NUMBER 21 12-0739
,,CLERK O+"• COUNTY CUMBERLAND
CHARLES E SHIELDS I
6 CLOUSER RD ORPHANS' COURRI ACN APPEAL DATE: 08-03-2013
MECHANICSBURG CLFABiffid�5„g:Y IO., PA (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
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCK CARRIE OFILE NO. :21 12-0739 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,
.DO 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,649.54
6. Jointly Owned Property (Schedule F) (6) 24,322.36
7. Transfers (Schedule G) (7) .00
8. Total Assets (a) 32.971 .90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 61289.89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.214.84
11. Total Deductions (11) 10,504.73
12. Net Value of Tax Return (12) 22,467.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 22,467.17
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) - nn X 045 c . 00
17. Amount of Line 14 at sibling rate (17) 2J.467. 17 X 12 2,696. 06
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 - .00
19. Principal Tax Due (19)= 2,696.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-23-2012 CDO16425 120. 00 2,280. 00
04-08-2013 CDO17423 .90- 296.96
05-28-2013 SBADJUST .00 .07
TOTAL TAX PAYMENT 2,696.06
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 11