HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -__--- REV-1547 EX APP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 R E CO.1 ry
Ritiij _ Gi DATE 09-30-2013
J`5
ESTATE OF TASEK EMMA J
!)13 SEP DATE OF DEATH 12-14-2012
30 Phi 12 2`I FILE NUMBER 21 13-0039
JENNIFER B HIPP CLr_HK COUNTY CUMBERLAND
ORPHAt4s, COURT ACN 101
1 W MAIN ST APPEAL DATE: 11-29-2013
SH I R EMANSTOWPCUM T29kR17916-666327PA (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 (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TASEK EMMA JFILE NO. :21 13-0039 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 105,102.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
2,841 .52 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 53,503. 14
6. Jointly Owned Property (Schedule F) (6) 84,131 . 17
7. Transfers (Schedule G) (7) 18,996. 16
B. Total Assets (8) 264.573.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 .945.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1D) . 00
11. Total Deductions (11) 31 ,945.54
12. Net Value of Tax Return (12) 232,628.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 232,628.45
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) 232-698.65 X 045 = 10,468.28
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,468.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-14-2013 CDO17319 495.51 9,414.66
05-24-2013 CDO17651 .00 558. 11
TOTAL TAX PAYMENT 10,468.28
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 (LR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.