HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX Q7pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 RECOK" `--ln-_ r'.i
R ECiL . _.� .r:. .. '.j DATE 09-23-2013
ESTATE OF LOOKER JUNE S
fl - rn DATE OF DEATH 12-27-2012
ll(� S_� 3 0 Pi I _C ) FILE NUMBER 21 13-0321
LOOKER GENESA_Li,G, l COUNTY CUMBERLAND
2501 VILLANOVA DRRPHAN SCOUR ACN APPEAL DATE: 11-22-2013
VIENNA C U PVA E22J18Oj 2695E p., (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —I, RETAIN LOWER-PORTION-FOR-YOUR-RECORDS !—
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOOKER JUNE SFILE NO. :21 13-0321 ACN: 101 DATE: 09-23-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 43,801 .68
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 18,742.60
B. Total Assets (e) 62,544.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 7. 156.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.927. 18
11. Total Deductions (11) 10,083.82
12. Net Value of Tax Return (12) 52,460.46
13. Charitable/Governmental Bequests; Non-olected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate SubJoct to Tax (14) 52,460.46
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 Line 14 taxable at lineal rate (16) Fp-G6n -G6 X 045 = 2,360.72
17. Amount of Line 14 at sibling rate (17) On X 12 . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,360.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT Cpl AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-08-2013 CDO17846 .00 2,360.72
TOTAL TAX PAYMENT 2,360.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
R 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.