HomeMy WebLinkAbout06-17-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION � � � REV-1547 IX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 t'3 C!�t1 t7�l��� .��^�1 t�� /1 C
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���,l�Y�� �� �i";1���� DATE 06-17-2013
ESTATE OF VICE ELIZABETH A
fG13 JUN 1? 1 11 � ��DATE OF DEATH 12-23-2011
FILE NUMBER 21 12-0025
�l��K ��' COUNTY CUMBERLAND
GUY F MATTHEWS ESQ
344 W FRONT ST ORPNANS� CC�(JR�T ACN APPEAL DATE: 08-16-2013
MEDIA PA 19(q(��$��{�A�[} (;Q,� �f� (SeereversesideunderObjections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VICE ELIZABETH AFILE N0. :21 12-0025 ACN: 101 DATE: 06-17-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •�0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
2,863,761.59 credit to your account,
450.00 submit the uPper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •�0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 10�16 0.8 4
6. Jointly Owned Property CSchedule F) �6� 11�548.06
7. Transfers CSchedule G) ��� 30�,863.50
8. Total Assets C8) 3.193,783.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �9� 102,562.58
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 4,104.6 2
11. Total Deductions (11) 106,667.20
12. Net Value of Tax Return �lp� 3,087,116.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �lg� 6 7,339. 13
14. Net Value of Estate Subject to Tax �ly� 3,019,777.66
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) 774,598.56 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) �•�4�.1 79_1 0 X 045 = 101,033.06
17. Amount of Line 14 at sibling rate C17) -�� X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due C19�= 101,033.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-16-2012 CD015717 5,051 .65 97,000.00
TOTAL TAX PAYMENT 102,051 .65
BALANCE OF TAX DUE 1,018.59CR
INTEREST AND PEN. .00
TOTAL DUE 1,018.59CR
� 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.