HomeMy WebLinkAbout08-23-13 NOTICE OF INHERITANCE TAX � pennsyLvania
BUREAU oF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION � ���T�ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 ����� ° �, ;' "��' r- REV-1547 IX AFP CO3-13)
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HARRISBURG PA 17128-0601 ��'�_'�� _ {-}n' t
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t}�`+`� `�`'f� �� ��� � ESTATE OF STALEY2013 ELIZABETH
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� DATE OF DEATH 04-08-2013
��-���' ;��;� FILE NUMBER 21 13-0416
SHEELY ESQ ANDR O���t����� ��_��` '" COUNTY CUMBERLAND
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127 SOUTH MARKET ST������-����� ,1�,�.a � ACN 101
� APPEAL DATE: 10-25-2013
P 0 B OX 9 5 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 A�ount Reeitted -,
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
� CUT AL�N6 THIS LINE _ �► RETAIN L�WER PORTION FOR YOUR RECORDS E--
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE �R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE �F: STALEY ELIZABETH GFILE N0. :21 13-0416 ACN: 101 DATE: 08-26-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) �l� 119,900.00
NOTE: To ensura proper
2. Stocks and Bonds CSchedule B? C2� .0 0 credit to your account,
3. Closely Held Stock/Partnershfp Interest CSchedule C? (3)�,�_� .0 0 submit the upper portion
4. Mo�tgagas/Notes Recsivable CSchedule D) of this for�r with your
C4) _.00 tax PaYaaant.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 9 6,1 0 5.95
6. Jointly Owned Property CSchedule F) t6� .0 0
7. 7ransfers CSchedule G) � ��� .0 0
8. Total Assets
c 8) ___,__�16,0 0 5.9 5
APPR�VED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expensas/Ad�n. Costs/Mfsc. Expenses CSchedule HJ C9? 1 O,O�j,
10. Debts/Mortgage Lisbilities/Liens (Schedule i) �ip�_ 17�,39 5.9 9
11. Total Daductions C11) 27,447.80
12. Net Value o'f Tax Return C12� 188,558.5
13. CharitablQ/6ove�nmental Bequests; Non-elected 9113 Trusts CSchedule J) .0 0
14. Nat Value of Es#ste Subject to Tax C13)
. t14� 188,558.15
NOTE: If an assess�ent was issued Rreviously, Lines 14, 15, 16, 17, 18 and/or 19 wiii
reflect finures that include the total of all returns assessed to date.
ASSESSMENT .�F TAX:
15. Aar�unt af Line 14 at spousal rata C15) .00 X 00 = 00
16. An�ouAt of Line 14 taxable at lineal rate C16� 1 RR.�SR 1� � •
x 045 8,485.12
17. Amount of Line 14 at sibling rate (17� _0 0 X 1 2 = .0 0
18..�.:A�po,Wnt of .Line 14 taxable at collateral rate C18� .00 X 15 � ,pp
19. Principal Tax Due C19�a 8,485.12
TAX CREDITS: �.
PAYMENT RECEIPT DISCDUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-18-2 13 CD017763 424.26 8,061.00
TOTAL TAX PAYMENT 8,485.26
BALANCE OF TAX DUE .14CR
INTEREST AND PEN. .00
TOTAL DUE .14CR
* 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.