HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX ? � b pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ,',/���1.
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REY-1547 IX AFP (03-13)
PO BOX 280601 - i^ry r
HARRISBURG PA 1]128-0601 -'� �" � ��
DATE 09-30-2013
ESTATE OF COLDREN NORA K
DATE OF DEATH 01-24-2013
FILE NUMBER 21 13-0151
COUNTY CUMBERLAND
COLDREN Q(;;-;;CL.1,1TON ACN 101
1535 SONT��S�T r.•, ( .. . APPEAL DATE: 11-29-2013
NEW ORLEANS LA 70115=4033 (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 --+ LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (02--137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COLDREN NORA KFILE NO. :21 13-0151 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) Cl) 165,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,329.21 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) 2,850. 00
6. Jointly Owned Property (Schedule F) (6) 32,169.65
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 203,348.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,484.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 797.95
11. Total Deductions (11) 18,282.24
12. Net Value of Tax Return (12) 185,066.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 185,066.62
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) 32, 169.65 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 F?-R94-97 X 045 = 6,880.36
17. Amount of Line 14 at sibling rate (17) - n(I X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due C19)= 6,880.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-18-2013 CDO17477 344.02 7,325. 00
TOTAL TAX PAYMENT 7,669.02
BALANCE OF TAX DUE 788.66CR
INTEREST AND PEN. .00
TOTAL DUE 788.66CR
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.