HomeMy WebLinkAbout06-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
HUREAU aF INDIVIDUAL TAXES APOFADEDUCTIONSLAHDAASSESSMENTAOF�TAXCE �■1J DEPARTMENTOFREVENUE
INXERIT�NCE TN! UIVISION NEY-1547 IX AFP (03-13)
PO BOX 280601
HARRISBUtG PR 17128-0601 RECORDED OFfICE OF
RE6ISTER OF F'dILLS DATE 06-10-2013
ESTATE OF BELMONT BETTY J
;'fil3 JUN 7 P�i 1 3Q DATE OF DEATH 01-13-2013
� FILE NUMBER 21 13-0211
SCOTT W MORRISON ESQ
CLERK OF COUNTY CUMBERLAND
6 WEST MAIN sreEeBRPHANS� COURT ACN APPEAL DATE: OB-09-2013
Po eox z32 GUMBERLAND CO., PA (SeereversesideunderObjecNons)
NEW BLOOMFIELD PA 17068-0232 p�ount Re�itted
MAKE CHECK PAYASLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AlON6 THIS LINE � RE7AIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BELMONT BETTV JFILE N0. :21 13-0211 ACN: 101 DATE: 06-10-2013
TA% RETURN WAS: CjO ACCEPTED RS FILEO C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETIIRN
1. Real Estata (SChedul• A) C1) •�0 NOTE: To ensura pr00er
2. Stoeks antl Hontls (Schedule B7 �p� .00 creClt to your aeeaunt,
.00 suDmlt the upper oortion
i. Closely Heltl Staek/Partners�lp Interast (SChatlule C) C3) of this farm rith your
4. MortpaBes/Notas RecelvaDle (SChetlule D7 (4) •00 tax paymant.
5. Cash/Bank Oaposits/MSS<. Personal Property CSChetlul• E) (5) 25.748.39
6. Jo3nYly Orn¢d Properiy CSchadule F) (67 •0�
7. 7ransfers (SCheOUle G) ��� 260�803.62
e. Total Assets (e) 286.552.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Cosis/NSSC. Expenses CScbadule H7 �g� 14.411 .99
10. Debts/MOrYgage LSabilities/Liens (SC�etlule I) (10) 4.651.37
11. Total DetlucYions C11) 19�063.36
12. Net Value of Tax Return �lp� 267�488.65
13. Charikable/6overnmental Bequests; Non-electetl 9113 Trusts (SChetlule J) �13� .00
14. Net Value oF Estake Subioet to Tax �ly� 267,488.65
NOTE: If an assessnent was issued previously, Lines 14. 15. 16, 17, 18 and/or 19 will
refleet fiDUres that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rake C15) •0� X �0 = .00
16. Amount of Line 14 taxable aY lineal rate C16) ���-4AR_Fri X 045 = 12,036.99
17. Amount of Line 14 at sibling rate (177 -�� X 12 = .00
18. Amount af Line 14 taxable at collateral raYe (18) .00 X 15 .00
19. Principal Tax Due �19�' 12�036.99
TAX CREDITS:
PAYMEN? . RECEIPT OISCOUNT (+) pMOUNT PAID
ORTE NUMBER INTEREST/PEN PAID (-)
04-15-2013 CD017452 .00 11,435. 4
PAYMENT MUST BE MADE BY 10-13-2013�. TOTAL TAX PAVMENT 11.435.14
BALANCE OF TAX DUE 601.85
INTEREST AND PEN. .00
TOTAL DUE 601 .85
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREUIT (CR), YOU MAY BE DUE��
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.