HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAXI J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE `! DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX i]
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-15)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORD"^ O"t'C_ OF DATE 09-23-2013
RE3IE .., Ot l: LLS ESTATE OF TROUTMAN BETTY E
(t r�;� DATE OF DEATH 04-04-2013
:`r.`:3 5'_i 30 I I I i9 .ail FILE NUMBER 21 13-0411
COUNTY CUMBERLAND
ETZWEILERi LEtARLCF R ACN 101
105 N FRONT T- q APPEAL DATE: 11-22-2013
HA R R I S B U RrC R P 4{A!J sPA-C1'i'lVl-14 8 3 (See reverse side under Objections)
CUMBERLAND CO., PA 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: TROUTMAN BETTY EFILE NO. :21 13-0411 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) Cl) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) . 00 credit to your account,
00 submit the upper portion
S. 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 Doposits/Mist. Personal Property (Schedule E) (5) 15,259.59
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 7,032.90
S. Total Assets (8) 22,292.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 11 .071 .33
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,653.27
11. Total Deductions (ll) 12,724.60
12. Net Value of Tax Return (12) 9,567.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subiect to Tax (14) 9,567.89
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) 9.r.67 -R9 X 045 - 430.56
17. Amount of Line 14 at sibling rate (17) -DD X 12 = . 00
LB. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 . 00
19. Principal Tax Due (19)= 430.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-26-2013 CDO17801 21 .53 409.03
TOTAL TAX PAYMENT 430.56
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.