HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T
BUREAU OF INDIVIDUAL Tnxes:COR L, 4 L DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION '�- F OF�D ED,UL TI,IQNS AND ASSESSMENT OF TAX
PO BOX 280601 1� 6 O r REV-1547 EX AFP (03-13)
HARRISBURG PA 17128-0601 "�-C�.. ,j 4j7 - 1-p
A'7 C, J DATE 09-23-2013
:J 30 F.i 1 1
ESTATE OF HANSEN SHIRLEY E
DATE OF DEATH 01-23-2013
C!'-�" CI FILE NUMBER 21 13-0318
ORPHANS' C"Un; COUNTY CUMBERLAND
CULLEN CUJJAMEESI A�,, ,,,'„ �+ +t ACN 101
STE APPEAL DATE: 11-22-2013
100 STATE ST (See reverse side under Objections)
ERIE PA 16507-1459 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV 1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HANSEN SHIRLEY EFILE NO. :21 13-0318 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 29,187.59
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 532,706.31
8. Total Assets ce) 561 ,893.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 13,230.88
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 371 . 17
11. Total Deductions (11) 13,602.05
12. Net Value of Tax Return (12) 548,291 .85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) - . 00
14. Net Value of Estate Subject to Tax (14) 548,291 .85
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 Line 14 at spousal rate (15) . 00 X 00 .00
16. Amount of Lino 14 taxable at lineal rate (16) ri4R.7QI -RS X 045 - 24,673. 13
17. Amount of Line 14 at sibling rate (17) -nn X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19)c 24,673.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-18-2013 CDO17483 1 ,052.63 20,000.00
07-09-2013 CDO17864 .00 3,620.50
TOTAL TAX PAYMENT 24,673. 13
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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.