HomeMy WebLinkAbout08-23-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRI�ISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13)
PO BOX 280601
HARRISBURG PA 17128-0601
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'�' `�'�- �/�l'E 08-26-2013
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_-� �3 ���TATE OF Mf3RGAN BERNICE L
L,�.L� �`{� �� G� � DATE NUMBERTH 21 12-1091
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COUNTY CUMBERLAND
OLSEN ESQ LINDA J ������ �•-, ACN 101
APPEAL DATE: 10-25-2013
STE 2 0 2 Q�������i c����- See reverse side undcr Ob ections
2000 LINGLESTOWN RD � 1 �
HARRISBURG PA 1711��93������� ��., �j�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE �► RETAIN LOWER PORTION FOR YOUR RECORDS �
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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: MORGAN BERNICE LFILE N0. :21 12-1091 ACN: 101 DATE: 08-26-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED
APPRAISED YALUE OF RETURN BASED ON: aRIGINAL RETURN
1. Real Estate CSchedule A) C1� 22s000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 submit the uppar portion
3. Clossly Held Stock/Partnership Interest CSchedule C) C3) of #his f'orpr with your
4. Mort�agas/Notes Receivable CSchedule D) C4) ��� tax paymant.
5. Cash/Bank Deposits/Mfsc. Personal Property CSchedule E) (5) 6 9,1 5 0.84
6. Jointly Owned Property CSchedule F) C6) '�Q
7. Transfars CSchedule G) ��� .0 0
8. Totai Assets cs) 91,150.84
APPROYED DEDUCTIONS AND EXEMPTIONS:
9. Fun4ral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 1 3,85 0.58
10. Dabts/Mortgage Liabilities/Liens CSchedule I) tl0) 3.26 3.92
11. Total Deductions C11) 17,114.50
12. Net Valua of Tax Return ' �12� 74;036.34
13. Cha�itabla/6overnmental Bequests; Non-elQCted 9113 7rusts CSchedule J) C13? .0 0
14. Net Value of :Estate Subject to Tax �ly� 74,036.34
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, 17, 18 andfor 19 will
reflect fipures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lin� 14 at spousal rata C.15? - -.00, � 00 = .00 �
16. Aa�ount o# Line 14 taxable at lineal rate CI6) 74-���-�4 X 045 � 3,331.64
17. Amount of Lfne 14 at sibling rate C17) -�� X 1 2 s .0 0
18. Aaaunt nf Line 14 taxable at collateral rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due �19?= 3,331.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-14-2012 CD016926 157.89 ,000. 0
06-13-2013 CD017753 � .00 173.75
TOTAL TAX PAYMENT 3,331.64
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE '
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.