HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
i ECG .I l ry E uF DATE 09-23-2013
ESTATE OF SANDELS MARY P
DATE OF DEATH 03-30-2013
� F' 12 `3l FILE NUMBER 21 13-0390
._1.,� -i 3� ?� 1 COUNTY CUMBERLAND
FLOWER THOMAS E ACN 101
10 W HIGH ST CL"L:tY (a - APPEAL DATE: 11-22-2013
CARLISLE C;;FOM ti�bfVi 99.$2 (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 �
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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: SANDELS MARY PFILE NO. :21 13-0390 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) 241,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 391,364.96 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) 203,000.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 454,691 .22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) ' 00
8. Total Assets (e) 1 ,290 ,056.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 80.422. 05
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.365.41
11. Total Deductions (11) 85.787.46
12. Net Value of Tax Return (12) 1,204,268.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 1 ,204,268.72
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) -ND X 045 = .00
17. Amount of Line 14 at sibling rate (17) 903.201 .54 X 12 = 108,384. 18
18. Amount of Line 14 taxable at collateral rate (18) 301,067. 18 X 15 = 45,160 .08
19. Principal Tax Due (19)= 153.544.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-22-2013 CD017644 7,677.21 149,000.00
TOTAL TAX PAYMENT 156,677.21
BALANCE OF TAX DUE 3,132.95CR
INTEREST AND PEN. .00
TOTAL DUE 3,132.95CR
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.