HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 R E C O R' , i - ,E O F REV-154] EX AFP (03-13)
HARRISBURG PA 17128-0601
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DATE 09-30-2013
'[I'D CEP 30 Pn 12 23 ESTATE OF BISHOP MARIA G
�J DATE OF DEATH 10-24-2012
CLARK OF FILE NUMBER 21 12-1180
GILROY HU9W-rbi ANIC COURT COUNTY CUMBERLAND
10 E HIGH ST CUMBERLAND CO., PA ACN 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
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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: BISHOP MARIA GFILE NO. :21 12-1180 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) (1) 555,000 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 34,203.84 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/Misc. Personal Property (Schedule E) (5) 63,591 .22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 304,853.04
B. Total Assets CS) 957.648.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 .199.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14.447.97
11. Total Deductions (11) 45,647.45
12. Net Value of Tax Return (12) 912,000.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 912,000.65
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 917.000-4F X 045 = 41,040.03
17. Amount of Line 14 at sibling rate (17) .00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 41 ,040.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-24-2013 CDO17094 1 , 157.89 22,000.00
07-19-2013 CDO17911 .00 17,882.17
TOTAL TAX PAYMENT 41,040.06
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
• 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.