HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX 17pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OFR
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX E
REV-1547 EX AFP REVENUE
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFF;Ct o-
REGISTER OF ; DATE 06-04-2013
-ESTATE OF MARCY KEVIN J
PATE OF Gi3 (�IflY 31 I 1 FILE NUMBER TH 21 12-1271
COUNTY CUMBERLAND
JAMES M ROBINSON CLERK Or ACN 101
129 S PITT ST ORPHANS COURT APPEAL DATE: 08-03-2013
CARLISLE PA 17013 CWhERLAND CO., See reverse side under Objections)
O Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
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CARLISLE PA 17013
CUT ALONG THIS LINE -0, 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: MARCY KEVIN JFILE NO. :21 12-1271 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,
.
3. Closely Held Stack/Pa rt nershlp Interest (Schedule C) (3) 00 submit the upper Portion
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) 24,807.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 157,000.00
8. Total Assets (e) 181 ,807.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 9.454.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18.943.69
11. Total Deductions (11) 28,397.86
12. Net Value of Tax Return (12) 153,409.55
13. Charltable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 153,409.55
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) 141,005.84 x 00 . 00
16. Amount of Line 14 taxable at lineal rate (16) 19.6n'S-71 X 045 - 558. 17
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 Due (19)° 558. 17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-08-2013 CDO17412 2.28- . 560.45
05-28-2013 SBADJUST .00 .01
TOTAL TAX PAYMENT 558. 17
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. \{J�