HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX I pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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 OFFICE OF DATE 06-04-2013
REGISTER OF WILLS ESTATE OF TROUT JEAN G
�(� DATE OF DEATH 08-30-2012
26i3 f IRY 31 Pin ii 56 FILE NUMBER 21 12-1071
COUNTY CUMBERLAND
JESSICA L FISHER CLERIC OF ACN 101
STE C100 n APPEAL DATE: 08-03-2013
555 GETTYSBURG PI�ekpHAPJS� COURT APPEAL
reverse side under Objections)
MECHANICSBURG C W BM�11--V 2040 pla 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
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TROUT JEAN GFILE NO. :21 12-1071 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS:' ( )() ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN -
1. Real Estate (Schedule A) C1) • 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/Partnorship 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) 15,807.94
6. Jointly Owned Property (Schedule F) (6) 3,191 .49
7. Transfers (Schedule G) (7) 46,924.34
8. Total Assets (a) 65.923.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 16.358.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11199.60
11. Total Deductions (11) 17,558.11
12. Net Value of Tax Return (12) 48,365.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 48,365.66
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) 48 44 x 045 = 2,176.45
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 Due (19)= 2,176.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-27-2012 CDO16839 108.82 2,933.84
TOTAL TAX PAYMENT 3,042.66
BALANCE OF TAX DUE 866.21CR
INTEREST AND PEN. . 00
TOTAL DUE 866.21CR
* 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. _(L