HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ❑r' OF DEDUCTIONS AND ASSESSMENT OF TAX ------ REV-1547 Ex AFP (03-13)
PO BOX 6
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGISt_ l V; :,,�;L� y DATE 06-04-2013
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tr; 3 riff J? ESTATE OF EVINGER RUTH E
l �;� i �`l DATE OF DEATH 08-03-2012
FILE NUMBER 21 12-0906
CLERK O COUNTY CUMBERLAND
JAMES D BOGAR ORPHANS' CC!JR1" ACN 101
1 W MAIN ST D APPEAL DATE: 08-03-2013
SHIREMANSTOWN 4W��K0MA U2f 1, P,^, (See reverse side under Objections)
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 F
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EVINGER RUTH EFILE NO. :21 12-0906 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 CSchedule A) (1) 152,187. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 327,632. 08 credit to your account,
.
S. Closely Held Stock/Partnership Interest (Schedule L) (3) DO submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •OO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,252,726.26
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 80,357.27
8. Total Assets (8) 2,812,902.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 155,370.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) . 00
11. Total Deductions (11) 155,370.99
12. Net Value of Tax Return C12) 2,657,531 .62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 897,330.59
14. Net Value of Estate Subject to Tax (14) 1,760,201.03
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) •DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) -gO X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) 1 ,760,201 .03 X 15 = 264,030. 15
19. Principal Tax Due (19)= 264,030 . 15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-11-2012 CDO16630 2,631 .58 50,000 .00
10-25-2012 CDO16701 10,569.93 218,850.00
TOTAL TAX PAYMENT 282,051.51
BALANCE OF TAX DUE 18,021.36CR
INTEREST AND PEN. .00
TOTAL DUE 18,021 .36CR
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.