HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 D( AFP CO3-13)
HARRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF FREEMAN JOANNE A
DATE OF DEATH 01-14-2013
FILE NUMBER 21 13-0120
SHAW ANDREW COUNTY CUMBERLAND
STE 11 ACN 101
APPEAL DATE: 12-06-2013
2 0 0 S S P R I NG GAR D E N S (See reverse side under Objections)
CARLISLE PA 17013-2578 A�ount Re■itted�-
MAKE CNECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
. 1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FREEMAN JUANNE AFILE N0. :21 13-0120 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) .0 0 NOTE: To ensurQ proper
2. Stocks and Bonds CSchedule B) C2� .Q Q credit to you� account,
3. Closely Held Stock/Partnership Interest (ScheduLe C) C3� ��� submit the uppor portion
of this fora� with your
4. Mortgsges/Notes Receivable CSchedule D) �y� .0 0 tax paymant.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 5 8�28 5.6 0
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchsdule 6) ��� 365,928.95
8. Total Assets c8) 424. 14.
� APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses CSchedule H) �g� 5.18 6.6 7
10. Debts/Mortgage Liabilities/Liens CSchedule I) �ip�__�_3,5 7 2.5 2
11. Total Daductions C11) 8,759.19
12. Net Value of Tax Return C12� �1�455.36
13. Chsritabla/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) � Q C13� ���� 0 Q
14. Not, Vslua of EstatQ Sub3ect to Tax � �C14� � 4'�5C�455:.36
c�a ��",�"J�"'__
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16,�� Q� and/or�ii'�wi11
refleet fi�ures that include the total of all returns ass�;�d�o rd,�te� t�
ASSESSMENT OF TAX: � � a
15. A�ount of Line 14 at spousal rate (15) •� � � "'�'� .0 0
16. A�nitunt of Line 14 taxable at linea l ra te C16) 41�-���-� c� �5 95 .49
17. Awount of Lfne 14 at sibling rate (17) -�� 12 � �^° +00
18. Amount of Lina 14 taxable at collateral rate t18? .�,Q � 15 ��LQ ,QQ
19. Principal Tax Due �" C19�;� 18,695.49
TAX CREDITS:
PAYMENT RECEIPT DISGOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-? AMOUNT PA'ID '
07- -2 13 CD017937 .00 18,6 5.49
TOTAL TAX PAYMfNT 18,695.49
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 CCR), YDU MAY BE DUE �
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ��