HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX _ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE • DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601 RECD—CIS �{_-1 1"' O
HARRISBURG PA 17128-0601 _ J V
DATE 09-30-2013
30 P f�I 2 2 DATETOFODEATH 05-31-2012 JOYCE E
C , �� Cr- FILE NUMBER 21 12-0685
L
COUNTY CUMBERLAND
BANNER JEFFWERHANS' COURT ACN 101
318 S MAIN ST CUMBERLAND CO., PA APPEAL DATE: 11-29-2013
BUTLER PA 16001-5931 (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 E--
REV-1547 EX AFP CO2-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KRETZING JOYCE EFILE NO. :21 12-0685 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 216.772.28 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 13,818.87
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1 ,524.73
8. Total Assets C83 234,115.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 22.601 .41
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 1 ,855.49
11. Total Deductions 0113 24,456.90
12. Net Value of Tax Return (12) 209,658.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 209,658.98
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 C16) 9nq .ARR.QR X 045 = 9,434.65
17. Amount of Line 14 at sibling rate C17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,434.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-17-2013 CDO17868 84.33- 9,521 .30
TOTAL TAX PAYMENT 9,436.97
BALANCE OF TAX DUE 2.32CR
INTEREST AND PEN. .00
TOTAL DUE 2.32CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.