HomeMy WebLinkAbout08-23-13 �
NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSE3SMENT OF" TAX DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 � *^��- REV-1547 D( AFP CO3-13)
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HARRISBUR6 PA 17128-0601 � �` �+ ��: �"'
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�{� �� `�� ��� DATE 08-26-2013
;����� ��� �� �� � ESTATE OF KRESS BETTY J
�$ DATE OF DEATH 09-08-2012
, FILE NUMBER 21 12-0998
������ ��� C�UNTY CUMBERLAND
SHAULIS ESQ KATHLE������� ����.�. ACN 101
Po aox i229 C�1�$�F��,A��} C�. P,� (see reverseside under ob��ons 3
CARLISLE PA 17013-622 + J )
Aoount Re�itted� -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE --! RETAIN LOWER PORTION FOR YOUR RECORDS t- ,
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REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KRESS BETTY JFILE N0. :21 12-0998 ACN: 101 DATE: 08-26-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1� 155,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 16 s 671.59 credit to your account,
.0 0 submit tha upper portion
3. Closaly Hald Stack/Partnership Intsrest CSchedule C� C3� of this fa�w with your
4. MortgapQS/Notes Receivable CSchedule D) C4� •�0 tax pay�ont.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E� (5) 58,354.7 4
6. Jointly Dwned Property CSchedule F) C6� .0 0
7. Transfers CSchedule G) C7) '��
8. Totai Assots c8) 230,026.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun�a�al Expens�s/Adm. Gosts/Misc. Expenses CSchedule H) �g� 34,698.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,055.98
11. Total Deductions C11) 44,754.73
12. Nat Va�ua of Tax Return C12� 185,271.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .0 0
14. Nst Valu• of Estate Subject to Tax t14) 185s27�.60
NOTE: If an assess�ent was issued previouslY, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect fiaures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. A�ount of Lin• 14 at spousal rate C15) .0 0 X 0 0 = .0 0
16. /lmount 'of Lina 14 taxable at lineal rate C16) �A�-�7� -�� x 045 = 8,337.22
17. Amount of Line 14 at sibling rate C17) -�� X 1 2 � .0 0
18. Aa�ount of Line 14 taxable at collateral rate C18) .00 X 15 ° .'00.
19. Princip�l Tax Due �19?= 8,337.22
TAX CREDITS:
PAYMENT RECEIPT �ISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-12- 012 CD016632 357.89 6,800.` 0 �
06-20-2013 CD017775 .O1- 1,179.34
08-19-2013 SBADJUST .00 1.15
TOTAL TAX PAYMENT 8,337.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TQTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `�/�
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