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 _. r _
HARRISBURG PA 17128CDEOL
DATE 09-30-2013
� 0 ESTATE OF BRYSON JOANN
DATE OF DEATH 09-04-2012
FILE NUMBER 21 12-1058
�- COUNTY CUMBERLAND
ANDES SAMUEL "--C
ACN 101
525 NORHT I�TJi STREET APPEAL DATE: 11-29-2013
LEMOYNECJ6-' PA 17043 (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 F
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRYSON JOANN FILE NO. :21 12-1058 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) 44,900. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 47,099.88
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 91 .999.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14 .653.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,236. 16
11. Total Deductions (11) 15,889.69
12. Net Value of Tax Return C12) 76,110. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 760.57
14. Net Value of Estate Subject to Tax (14) 75,349.62
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) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) _ nQ X 045 = .00
17. Amount of Line 14 at sibling rate (17) 1r,069.92 X 12 = 1,808.39
18. Amount of Line 14 taxable at collateral rate (18) 60,279.70 X 15 = 9,041 .96
19. Principal Tax Due (19)= 10,850.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-09-2012 CDO16768 542.52 13,000.00
TOTAL TAX PAYMENT 13,542.52
BALANCE OF TAX DUE 2,692.17CR
INTEREST AND PEN. .00
TOTAL DUE 2,692. 17CR
+ 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.