HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX pennsylvania
RECOOPRAISEMENT-, ,.ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES p DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION rn, 0 '• DEDUCTIONS` AND ASSESSMENT OF TAX
PO BOX 288607 (t REV-1547 IX AFF (03-73}
HARRISBURG PA 17128-0601 rt
(013 S.'P 30 I'l(IpI�l �.� �U DATE 09-23-2013
_ ESTATE OF YINGER HELEN M
CLv.;i� CF DATE OF DEATH 05-12-2012
O{{RRRPHA,NS' COvR T FILE NUMBER 21 12-0571
SHIELDS III CNARL"EFRL4N3- C-T•, -,,k COUNTY CUMBERLAND
ACN 101
6 CLOUSER RD APPEAL DATE: 11-22-2013
MECHANICSBURG PA 17055-9751 (SeereversesideunderObjections)
Amount Remitted I--
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE y RETAIN LOWER PORTION FOR YOUR RECORDS 4-
EX AFP {02-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YINGER HELEN MFILE NO. :21 12-0571 ACN: 101 DATE: 09-23-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 175,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) -00 submit the upper portion of this form with your
4. Mortgages/Notos Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Doposits/MSsc. Personal Property (Schedule E) (5) 84,001 .93
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 259,001 ,93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 71 ,574.91
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 2,646.08
11. Total Deductions (11) 74,220,99
12. Net Value of Tax Return (12) 184,780,94
13. Charitable/Governmental Bequests: Non-olected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 184,780 .94
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 Lino 14 at spousal rate (15) .DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) IM4.780-94 X 045 = 8,315.14
17. Amount of Line 14 at sibling rate (17) .00 X 12 ,00
III. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19}= 8,315.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-03-2012 CDO16342 405.00 7,695.00
07-05-2013 C0017854 2.52- 217.66
TOTAL TAX PAYMENT 8,315, 14
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.