HomeMy WebLinkAbout08-23-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '' DEPARTMENTOFREVENUE
�F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP CO3-13)
INHERITANCE TAX DIVISION :s
PO BOX 280601
HARRISBUR6 PA 17128-0601 ���'���°i = � �,�,�,�, n�
a :� t a, a ���
�W �" _ _:; �i � ` .`s ;�DATE 08-26-2013
ESTATE OF WILSON LUCILLE N
!��� ��;`�; �� �t:'1 � v�ATE OF DEATH 01-31-2013
� � ILE NUMBER 21 13-0169
���;� -- COUNTY CUMBERLAND
COYNE ESQ L I SA M �`��-''� �_` 101
3901 MARKET ST ����j,���' �����- ACN APPEAL DATE: 10-25-2013
CAMP H I L L PA 17��������� �� s �� (See reverse side u�der Objeckons)
Awount Resitted
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 � ,
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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: WILSON LUCILLE NFILE N0. :21 13-0169 ACN: 101 DATE: 08-26-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) •�� NOTE: To ensur� propar
2. Stocks and Bonds CSchedule B) C2? .0 0 credit to your account,
.0 0 submit ths upper portion
3. C2osely Held Stock/Partnershfp Interest (Schedule C) (3? of this form with your
4. Mortgagas/Notes RecQivable CSchedule D) C4) •`�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 205,103.65
6. Jointly Owned P�operty CSchedule F) C6) 65 s 000.00
7. Tr�nsfers l'Schedule G) ��� 35's 162.33
8. Total Assets cs) 305,265.98
APPROVED DEDUCTION.S'AND EXEMPTIONS:
9. Funeral fxpensas/Ad�►. Costs/Misc. Expenses CSchedule H) C9� 18,312.50
10. Debts/Mortgage Liabilities/Liens (SchQdule I) �lp� 1,745.0 0
11. Total Deductions C11) 20,057.50
12. Net Value of Tax Return ��,2� 285�2Q$.48
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Nst Value of Estate Subject to Tax C14� '285 s 208.48
NOTE: If an assess�ent was issued previously, Lines 14, 15, i6, 17, !8 and/or 19 will
reflect fiaures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. A�ount of LinQ 14 at spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 7Rti.7[IR_taR X 045 = 12,834.38
17. Amount of Line 14 at sibling rate C17) -�� X 12 = .00
18. Amount� o� Lins 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Dua C19�° 12,834.38
TAX CREDYTS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-25- 013 CD017505 641.72 12,20D.
OS-19-2013 REFUND .00 7.34-
TOTAL TAX PAYMENT 12,834.38
BALANCE �F TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFIECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INS7RUCTIONS.