HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE REVENUE
, DEPARTMENT OF R
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP EVENU)
PO BOX 280601 / 1�]-� /�
HARRISBURG PA 17128-0601 RECORN--[) OFFICE OF
REGISTER OF 'X!LLS DATE 06-04-2013
f fitly OF LACERENZA THERESA F
013 I fitly jl AN I : 57 DATE OF DEATH 01-21-2013
FILE NUMBER 21 13-0124
ROGER B IRWIN ESQ
CLERK 0, COUNTY CUMBERLAND IRWIN & MCKNIGHT PC ORPHANS' GoJ,n_ ACN 101
APPEAL DATE: 08-03-2013
60 W POMFRET ST CUMBERLAND GO,, r,y (See reverse side under Objections)
CARLISLE PA 17013-3243 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 4-
REV-1547 EX AFP CO2-_13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LACERENZA THERESA FFILE NO. :21 13-0124 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) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,921 .45
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 103,000.00
8. Total Assets (8) 108,921 .45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,511 .38
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,208.74
11. Total Deductions (11) 11 ,720. 12
12. Net Value of Tax Return (12) 97,201.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -00
14. Net Value of Estate Subject to Tax (14) 97,201 .33
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) 97-2nl X 045 = 4,374.06
17. Amount of Line 14 at sibling rate (17) - n0 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 4,374.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-08-2013 CDO17419 218.70 4,155.36
TOTAL TAX PAYMENT 4,374.06
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.