HomeMy WebLinkAbout09-03-13 NOTICE OF INHERITANCE TAX � pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE : D E P A R T M E N T O F R E V E N U E
BUREAU oF INDIVIDUAL TAXES p F D E D U C T I O N S A N D A S S E S S M E N T O F T A X
INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13)
PO BOX 280601
HARRISBURG PA 17128-0601 " �
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�������� ����#�� �� DA�E 09-02-2013
�€STATE OF LENKER GRACE E
R���� ' °�� �`f ;�r "€��..,�i DATE OF DEATH 09-15-2012
FILE NUMBER 21 12-1028
���� �L� 3 y�� I� �`� COUNTY CUMBERLAND
RADCLIFF DIANE G ACN 101
3448 TRINDLE RD , � APPEAL DATE: 11-01-2013
C A M P H I L L P A 17 ����� �i� (See reverse side under Objections)
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A�ount Resitted
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'� REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ � RETAIN LOWER P�RTION 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: LENKER GRACE EFILE N0. :21 12-1028 ACN: 101 DATE: 09-02-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: �RIGINAL RETURN �
1. Real Estate (Schedule A) tl� 149,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 206,674.21 credit to your account,
3. Closaly Held Stock/Partnership Interest CSchedule C) f3) ,�� submit the upper portion
of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4� .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) (5) 54,96 5.52
6. Jointly Owned Property (Schedule F) C6� .0 0
7. Transfers CSchedule G) ��� 102,988.62
8. Total Assets c8) 513.628.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �g� 34.25 1.4 8
10. Debts/Mo`rtgage Liabilities/Liens CSchedule I) �lp� 1,8 54.34
11. Total Deductions C11� 36,105.82
12. Net Value of Tax Return C12� 477,�22.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. N�t Value of Estate Subject to Tax C14) 477,522.53
N�TE: If an assess�ent �was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 wili
reflect fiyures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. A�ount of Line 14 at spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Lfne 14 taxable at lineal rate C 16) G77-�7�-S; X 045 = 21,488.51
17. Amount of Line 14 at sibling rate C17) -�0 X 1 2 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19�= 21 s488.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-�
06-16-2013 CD017758 .00 1,488.51
08-26-2013 SBADJUST .00 1.76 *
TOTAL TAX PAYMENT 21,488.51
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 CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. � w,
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