HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAXJ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE F���" DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL razes OF DEDUCTIONS AND ASSESSMENT OF TAX [lml�l
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECD., DATE 09-30-2013
REGIS . , Vr ' ESTATE OF FOX EVA S
DATE OF DEATH 05-17-2011
FILE NUMBER 21 11-1252
_ COUNTY CUMBERLAND
MARTIN GALEN ACN 101
721 E LINCOLN AVE ORPHANS'yCOL3T APPEAL DATE: 11-29-2013
MYERSTOWN CPA.dt 7r'F0C1 ,� ,( (See reverse side under Objections)
U f15DtK U 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 (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FOX EVA SFILE NO. :21 11-1252 ACM: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,999.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 12,999.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,000. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) . 00
11. Total Deductions (11) 11000. 00
12. Net Value of Tax Return (12) 11,999.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 24,849.00
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) 24.849 On x 045 = 1,118.21
17. Amount of Line 14 at sibling rate (17) . DO X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) . 00 X 15 = .00
19. Principal Tax Due (19)= 1 ,118.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-21-2011 CDO15239 .00 578.25
08-09-2013 CDO18013 23.86- 563.82
09-23-2013 SBADJUST .00 .01
TOTAL TAX PAYMENT 1,118.21
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.