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HomeMy WebLinkAbout10-07-13 �r , s NOTICE OF INHERITANCE TAX � pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE D E P A R T M E N T O F R E V E N U E BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13) PO dOX 280601 WIRRISdINt6 PA 17128-0601 DATE 10-07-2013 ESTATE OF SHERIFF BETTY L DATE OF DEATH 10-13-2012 FILE NUMHER 21 13-OOOb COUNTY CUMBERLAND IRWIN ROGER B ACN 101 30 POMFRET ST APPEAL DATE: 12-06-2013 C A R L I S L E P A 17 013 (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 ALONC THIS LINE �—► RETAIN LOWER PORTION FOR YOUR RECORDS � --------- --- ------ ------ --- ------- -------------- ---- ------------ ------- --- - --- REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT �F TAX ESTATE OF: SHERIFF BETTY LFILE N0. :21 13-0006 ACN: 101 DATE: 10-07-2013 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHAN6ED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Raal Estate CSchedule A) �1� 41,000.00 NOTE: To ensure propQr 2. Stocks and Bonds CSchedule B) C2� .0 0 crQdit to your account, .0 0 sub�it tha upp�r portion 3. Cl�soly Held Stock/Partnership Inte�est CScheduls C3 C3) of this form with your 4. Mortga�es/Notes Receivable (Schedule D) C4) •0� tax pay�nant. 5. Cash/Bank DQposits/Misc. Personal Property CSchedule E) (5) 12,8 3 6.94 6. Jointly Owned Proparty CSchedule F) t6) .0 0 7. Transfers CSchedule G) C9� 58,533.92 8. Totsl Assets (8) 112,370�_ APPROVED DEDUCTIONS AND EXEMPTIONS: ;.,,. 9. funoe�a2 Fxp�nse�/Ad�."Costs/Misc. Expenses C3chedule H) C9) � � � 10. Dabts/Mortgsge Liabilfties/Liens CSchedule I) C10) �� � � � 11. Total Doductions �T�} �.1�?.� --+ �i���•48 w �. i� 12. Not Vslua of Tax Return � �„1�-, 8$t,�8.38 13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) �s ���`"^ �"-+ •0 0 14. N�t Valuo of Estate Subject to Tax � ' ��C �sF�A8.38 t�' �7 '�'r� ""n NOTE: If an assess�ent wss issued previously, Lfnes 14, 15, 16, �,+�1�an�or ,�9"?Mill refleet fipures that include the total of all returns asse�s� to d�te. � � ASSESSMENT Of TAX; -p "'°i f"` � � 15. �wa�tnt of Line'14 at spousal rate CiS) •� X 00 =Q � p .00 16. A�ount of Lina 14 taxable at lineal rate C16) -Q0 X 045 = .00 17. A�ount of Line 14 at siblin� rata C17) 6.012_89 X 12 = 721.55 18, Awount of Line 14 taxable at collateral rate C18) 82,585.49 X 15 ° 12,387� 19. Principal Tax Due C19�= 13,109.37 TAX CREpITS= PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE - NUMBER INTEREST/PEN PAID C-) 07-23-2013 C O1 925 .00 11,64 .1 INTEREST IS CHARGED THROUGH 10-22-2013 TOTAL TAX PAYMENT 11,648.13 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,461.24 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 21.65 TOTAL DUE 1,482.89 * 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. `� ��. REV-1470�01;1� � • -: �, C11I�S�/LVC'�I�I1a INHERITANCE TAX � e DEPARTMENT OF REVENUE EXPLANATION ._ BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 DECEDENTS NAME FILE NUMBER Betty Sheriff 2113-0006 REVIEWED BY ACN 1 O� Alan Mater ITEM SCHEDULE Np, EXPLANATION OF CHANGES tl B: 7 Escrow held for Inheritance tax is not an aliowable deduction against the taxable estate. Row Page 1