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 . Ex AFP (05-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-30-2013
RECORV" 0^Y'^-'_` OF ESTATE OF WILSON EDNA H
R E's.J ,1 0f .. .LLS DATE OF DEATH 04-18-2013
FILE NUMBER 21 13-0537
�' � SF� �� Pn y2 2� COUNTY CUMBERLAND
ALLSHOUSE ES�4 �'M Rk W ACN 101
4833 SPRING RD APPEAL DATE: 11-29-2013
C I`t°� 9
S HERMANS DALE P� 1`7090-8313 (See reverse side under Objections)
ORPHANS' COURT Amount Remitted
CUMBERLAND CO., PA 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: WILSON EDNA HFILE NO. :21 13-0537 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 728,544.28 credit to your account,
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/Mist. Personal Property (Schedule E) (5) 4,222. 16
6. Jointly Owned Property (Schedule F) (6) • 00
7. Transfers (Schedule G) (7) • DO
B. Total Assets (e) 732,766.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 36 ,773.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13,687.44
11. Total Deductions (11) 50,461 .22
12. Net Value of Tax Return (12) 682,305.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate SubJect to Tax (14) 682,305.22
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) .DO X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) AR7.AnFi-77 X 045 = 30,703.73
17. Amount of Line 14 at sibling rate (17) - n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 30,703.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE .NUMBER INTEREST/PEN PAID (-)
07-15-2013 CDC17886 1,530.92 29,087.41
PAYMENT MUST BE MADE BY 01-18-2014x. TOTAL TAX PAYMENT 30,618.33
BALANCE OF TAX DUE 85.40
INTEREST AND PEN. . 00
TOTAL DUE 85.40
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.