HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �.1J)
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
OF BEflUftI bONS ,AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION I�Ub (!/ d%,ND OF REV-1547 IX AFP (03-13)
HARRISBURG6PA 1 7128-0 60 1 REGISTER OF WILLS
DATE 2013
10 FIR 31 fill 11ECrATE OF DUFFY LORETTA B
DATE OF DEATH 01-01-2013
CLERK OF' FILE NUMBER 21 13-0048
ORPHANS, CORR-ee�OJU1NTY CUMBERLAND
JOEL R ZULLINGER
STE 200 CUMBERLAND CO., I'q APPEAL DATE: 08-03-2013
14 N MAIN ST (See reverse side under Objections)
CHAMBERSBURG PA 17201-1814 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: DUFFY LORETTA BFILE NO. :21 13-0048 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) 11 ,650.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
3. Closely Hold Stock/Partnership 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) 21, 194.89
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 32,844.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 9.748.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 33. 17
11. Total Deductions (11) 9,781 . 18
12. Net Value of Tax Return (12) 23,063.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 23,063.71
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 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 21,n63-71 X 045 = 1 ,037.87
17. Amount of Line 14 at sibling rate (17) - DD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 1,037.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (r) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-)
04-10-2013 CDO17426 .00 1,037.87
TOTAL TAX PAYMENT 1,037.87
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. r,n