HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION REV-1547 D( AFP CO3-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF DUVALL ESTELLE C
DATE OF DEATH 06-06-2012
FILE NUMBER 21 12-1025
ROTH PATRICIA J CDUNTY CUMBERLAND
ACN 101
122 RIDGE HILL RD APPEAL DATE: 12-06-2013
M E C HAN I C S B U R G PA 17 0 5 0-17 6 9 (See reverse side under Objections)
A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION F�R YOUR RECORDS E�
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE �R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUVALL ESTELLE CFILE NO. s21 12-1025 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate CSchedule A) C1� .0 0
NOTE: To ensuro propar
2. Stocks and Bonds CSchedula B) t2� .0 0 credit to your account,
.0 0 submit the uppa� portion
3. C1osQly Held Stock/Partnership Interest CSchedule C) C3) of this for�n with your
4. Mortgages/Notes Receivable CSchedule D) C4) •�� tax psyn�Qnt.
5. Cash/Bank Deposits/Mfsc. Personal Property CSchedule E) C5) 4,8 6 0.52
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchedule 6) ��� .0 0
8. Totai Assets �8� 4.860.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.,.Funeral Expens0s/Ad�. Costs/Misc. Expenses CSchedule H) C9) Q,� � �U
10. Debts/Mortga9e Liabilities/Liens CSchedule I) �lp� .�0 � � �
11. Total Deductions �
�1� � �' ,�'3 00
12. Nat Value of Tax Return {�1� � 4, ,��52
13. Charitabls/6overnmental Bequests; Non-elected 9113 Trusts (Schedule J) �1 �
14. Nat'Value of Estate Subject to Tax 1� � 4 6 52
� +''�"����t� �
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, 17;�Ii��Dd/o� 19�,vf�1
reflect ff�ures that include the total of all returns assess� � �ate. �.`�� �
ASSESSMF;NT �F TAX: • �t t-" �„�',,, �
15. A�ount of �ine 14 at spousal rate C15) •�� X�p�� ��.--, C�'! Q00
16. `A�rount of Line 14 taxable at lineal rate C16) 4.R�n_�� �"p45 = � 218.72
17. A�ount of Line 14 at sibling rate C17) _0 0 X 1 2 = .0 0
la. A�ount of Line 14 taxabi� at ccllateral rate C18) .0 0 X 1 5 ° .0 0
19. Principal Tax Due C19)= 218.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07- -20 3 CD01,7 46 .00 218. 2
09-30-2013 SBADJUST .00 2.55
TOTAL TAX PAYMENT 21g.�2
BALANCE OF TAX DUE .00
INTEREST AND P�N. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE -REVERSE SIDE FOR INSTRUCTIONS. ��