HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE pe
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARRTMENT TMENT /LVa1 OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601 -
HARRISBURG PA 17128-0601
J
DATE 09-30-2013
- � ESTATE OF DUNN SARAH L
� "- �� DATE OF DEATH 11-27-2012
FILE NUMBER 21 12-1248
COUNTY CUMBERLAND
PLACEY E�Q ! ��RdCH�RU;i j L ACN 101
3621 N ``BUFp;; RON))TEST (, -1 `.r, pfl APPEAL DATE: 11-29-2013
HARRIS �� p71 _f1'0'-1533 (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 !-
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUNN SARAH LFILE NO. :21 12-1248 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 65,900 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule L) (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) 31 ,002.64
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 116.902.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22.455.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,114.29
11. Total Deductions (11) 27,569.73
12. Net Value of Tax Return (12) 89,332.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 89,332.91
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) .99.33?-91 X 045 = 4,019.98
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)= 4,019.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-07-2013 CDO17151 201.00 4,500 .00
TOTAL TAX PAYMENT 4,701 .00
BALANCE OF TAX DUE 681 .02CR
INTEREST AND PEN. .00
TOTAL DUE 681 .02CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (LR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.