HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX -- REV-1547 EX AFP (03-13)
PO BOX 280601 /� ^
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGISTER OF t"ILLS DATE 06-04-2013
c?!� ESTATE OF FRANK DOROTHY E
,013 f IFlY 31 Fin 1i 57 DATE OF DEATH 06-26-2012
FILE NUMBER 21 12-1017
STEVE C NICHOL7�pps LERK OF COUNTY CUMBERLAND
STE 37 ""P�MIN S' Cl)URT ACN APPEAL DATE: 08-03-2013
2215 FOREST aid MMUAND 00., PA (See reverse side under Objections)
HARRISBURG PA 17112-1099 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 (—
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REV-1547 EX AFP CO2-13J NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRANK DOROTHY EFILE NO. :21 12-1017 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) 219,000.00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 299,763. 19
6. Jointly Owned Property (Schedule F) (6) .OD
7. Transfers (Schedule G) (7) . 00
8. Total Assets (e) 518.763. 19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28.432. 17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.471 .88
11. Total Deductions (11) 40,904.05
12. Net Value of Tax Return (12) 477,859. 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DD
14. Net Value of Estate Subject to Tax (14) 477.859. 14
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) 477.Rr.9. 14 X 045 = 21,503.66
17. Amount of Lino 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19)= 21 ,503.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-21-2012 CDO165 6 1,075. 18 22,000 .00
TOTAL TAX PAYMENT 23,075. 18
BALANCE OF TAX DUE 1,571.52CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,571 .52CR
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. �/1