HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX )l '1 / pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Sj[►i � 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
RECOR:-O CFF' OF
DATE 09-23-2013
RCC,.i vi ,. ILA S ESTATE OF ALTLAND LUCILLE F
DATE OF DEATH 04-19-2013
qT 30 Pal 12 31 FILE NUMBER 21 13-0510
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COUNTY CUMBERLAND
TREVATHAN c- CARD-,r A ACN 101
APT 1512 APPEAL DATE: 11-22-2013
pa WNS' ('OURT
1 FRANKLI TO N' B'L VD (See reverse side under Objections)
P H I L AD E LWYZ E R L MXD All 40 3PR1247 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 4-
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALTLAND LUCILLE FFILE N0. :21 13-0510 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: 70 ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
submit the upper portion
S. 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) 24,792.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 280.152.00
8. Total Assets (8) 304.944.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (g) 2.721 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.293.00
11. Total Deductions (11) 6,014.00
12. Not Value of Tax Return (12) 298,930.00
13. Charitable/Governmental Bequests; Hon-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subloct to Tax (14) 298,930.00
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) 298.93n fin X 045 = 13,451 .85
17. Amount of Line 14 at sibling rate (17) -nn X 12 .-CO
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,451 .85
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-09-2013 CDO17851 672.59 12, 79.26
TOTAL TAX PAYMENT 13,451.85
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.