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 REV-1547 EX AFP (03-13)
PO BOX 280601
"�
HARRISBURG PA 17128-0601`CORE '^ ^F
R rV,` . .. V -� DATE 09-30-2013
ESTATE OF ANDERSON LORENZO W
)x'13 Shy �� DATE OF DEATH 02-02-2013
��_�
FILE NUMBER 21 13-0204
ETZWEILER GEAR L'\ R COUNTY CUMBERLAND
105 N FRON1QSYH�+NS' 02' ACN APPEAL DATE: 11-29-2013
HAR R I S B U FN M 6 E R L2a`D.7, '01-'1,4 8 3 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE --* RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS H
REV-1547 EX AFP CO2-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANDERSON LORENZO WFILE NO. :21 13-0204 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: CX) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 58,459.79 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) 39,580.85
6. Jointly Owned Property (Schedule F) C6) 19,647.98
7. Transfers (Schedule G) C7) .00
B. Total Assets (8) 117.688.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 11 .263.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .768.02
11. Total Deductions (11) 13,031.72
12. Net Value of Tax Return (12) 104,656.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8.500.89
14. Net Value of Estate Subject to Tax C14J 96, 156. 01
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) q4- 1FA. nl X 045 = 4,327.02
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)= 4,327.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-30-2013 CDO17531 176.32 3,350. 00
07-16-2013 CDO17893 .00 760.67
PAYMENT MUST BE MADE BY 11-02-2013*. TOTAL TAX PAYMENT 4,286.99
BALANCE OF TAX DUE 40.03
INTEREST AND PEN. .00
TOTAL DUE 40. 03
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.