HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX I pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION p REV-1547 EX AFP (03-13)
PO BOX 280601 I V
HARRISBURG PA 17128-0601
DATE 09-30-2013
ESTATE OF WHITMIRE JOANN
-L DATE OF DEATH 05-04-2012
FILE NUMBER 21 12-0562
COUNTY CUMBERLAND
MOSEBEY SET}({;);{�tT5' ���;;-,- ACN 101
10 E HIGH ST CUHEERLA;'� nom, APPEAL DATE: 11-29-2013
CARLISLE PA 17013-3015 (See reverse side under Objections)
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--4---
REV-1547 EX AFP (02-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHITMIRE JOANN FILE NO. :21 12-0562 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 66,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) . 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 (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 ,450.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 67,750 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,023.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 9,023.34
12. Net Value of Tax Return (12) 58,726.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 283,761 .52
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) ?R7.7FI .g,2 X 045 = 12,724.27
17. Amount of Line 14 at sibling rate (17) . OD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 1,000. 00 X 15 = 150.00
19. Principal Tax Due (19)= 12,874.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-23-2013 CDC17090 .00 12,500.00
08-05-2013 CDO17972 5.55- 379.82
09-23-2013 SBADJUST .00 . 04
TOTAL TAX PAYMENT 12,874.27
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.