HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX �.�7` pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE x.11` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 06-04-2013
RECISTER OF I91LLS ESTATE OF LONG FERN M
p DATE OF DEATH 07-03-2012
f my 31 A(1 JS FILE NUMBER 21 12-0771
COUNTY CUMBERLAND
GERALD J BRINSER CLERIC OF ACN 101
6 E MAIN STREET APPEAL DATE: 08-03-2013
PO BOX 323 ORPHANS COURT (See reverse side under Objections)
PALMYRA CUM 5FARI1NA-Cog.23PA 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 +-
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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: LONG FERN MFILE NO. :21 12-0771 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) C27
.00 credit to your account,
.00 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.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 269,095.26
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 65,690.46
S. Total Assets (e> 334,785.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 33.144.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,399.94
11. Total Deductions (11) 36,544.03
12. Net Value of Tax Return (12) 298,241 .69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 298,241 .69
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) 798.961 -49 X 045 = 13,420.88
17. Amount of Line 14 at sibling rate (17) .On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Duo (19)= 13,420.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-29-2012 CDO16568 578.95 11 ,000. 00
04-04-2013 CDO17410 .00 1 ,841 .93
05-28-2013 SBADJUST .00 .15
TOTAL TAX PAYMENT 13,420.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
s 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. \YN