Loading...
HomeMy WebLinkAbout05-31-13 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 ------- REV-1547 EX AFP (03-13) PO Box 280601 HARRISBURG PA 17128-0601 RECORDED 0'FI-ICE OF REGISTER OF WILLS DATE 06-04-2013 p ESTATE OF HORST EDNA W H13 Filly J J1 Ai I I i � FILE NUMBERTH (( 21 12-0829 FLORENCE Z HORST CLERK 0 CUMBERLAND ACN 101 145 MOUNTAIN VIE���IpR,,[ppFDI11ANS' COURT APPEAL DATE: 08-03-2013 SHIPPENSBURG CUMiUEfZ L2I�1)966'2, T,pl (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: HORST EDNA WFILE NO. :21 12-0829 ACN: 101 DATE: 06-04-2013 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) 154,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .00 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (37 of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) 5,000. 00 tax payment. 5. Cash/Bank Deposits/Mist. Personal Property CSchedule E) C5) 24,731 . 00 6. Jointly Owned Property CSchedule F) (6) . 00 7. Transfers CSchedule G) (7) • 00 8. Total Assets - CB) 183.731 .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9) 6.921 .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18.936. 00 11. Total Deductions (11) 25,857.00 12. Net Value of Tax Return (12) 157,874.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100 14. Net Value of Estate Subject to Tax (14) 157,874.00 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) 167.R76 _ nn X 045 = 7,104. 00 17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 7,104.00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-10-2013 CDO17427 .00 7,104. 00 TOTAL TAX PAYMENT 7,104.00 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.