HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX I
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICEE OF DATE 06-04-2013
REGISTER OF Y.ILLS ESTATE OF STILLSON JOESPHINE J
DATE OF DEATH 08-05-2012
1013 f IRY 31 Aft 1.1 SG FILE NUMBER 21 12-0883
COUNTY CUMBERLAND
MARLIN R MCCALEB
219 E MAIN ST CLERK OF ACN APPEAL DATE: 08-03-2013
MECHANICSBURG ORPAYA.1WEPC46&,,r (See reverse side under Objections)
CUMBERLAND GO., PA 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 +--------1-5-4-7------------ ----------------------------------------------------------------
REV-1547 EX AFP CO2-13J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STILLSON JOESPHINE JFILE NO. :21 12-0883 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) 153,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 185,286.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 338 .296. 17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 45,379.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .836.88
11. Total Deductions (11) 47,216.60
12. Net Value of Tax Return (12) 291,069.57
13. Charitable/Governmental Bequests; Non-elocted 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 291 ,069.57
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) 791 .n69-r,7 X 045 = 13,098. 13
17. Amount of Line 14 at sibling rate (17) - nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . DO X 15 = .00
19. Principal Tax Due (19)= 13,098. 13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-03-2012 CDO16588 500.00 9,500.00
04-11-2013 CDO17432 .00 3,098. 13
TOTAL TAX PAYMENT 13,098. 13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
t 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. _(}�