HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTiONS AND ASSESSMENT �F TAX DEPARTMENTOFREVENUE
PO BOX 280601 REV-1547 IX AFP (03-13)
HARRISBUR6 PA 17128-0601
DATE 10-07-2013
ESTATE OF BART(3N DOR�THY B
DATE OF DEATH 10-25-2012
FILE NUMBER 21 13-0121
BEINHAUR ESQ J�HN R COUNTY CUMBERLAND
3964 LEXINGTON ST ACN 101
APPEAL DATE: 12-06-2013
HAR R I S B U R G PA 1710 9-2 618 (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 FOR YOUR RECORDS �
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REY-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARTON DOROTHY BFILE N0. :21 13-0121 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: t X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .0 0 NOTE: To ensura proper
2. Stocks and Bonds CSchedule B) C2� .p Q credit to your account,
3. C1�osely Meld Stock/Partnership Interest CSchedule C) C3� �0 0 submit tha upper portion
of this form with your
4. Mortgapes/Notes Receivable CSch�duTe D) C4� .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 4 4,6 34.7 6
6. Jointly Owned Property CSchedule F) C6� 5,961.22
7. Transfsrs CSchedule G) C7� .0 0
8. Total Assets t8) 50.595.98
APPROVED DEDUCTIONS AND EXEMPTIONSs
9. Funoral Expanses/Ad�i. Costs/Misc. Expenses CSchedule H) �g� 5.8$0.56
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 13,446.23
11. Total Doductions �il� 19,326.79
12. Net Value of Tax Return C12� r..� 31,269,19
13. Charitablo/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) � C13� .---� 37 irs� i0 0
14. Net Value of Estate Subfect to Tax � p�14) ���1'�69.19
NOTE: If an assess�ent was issued previously, Lfnes 14, 15, 16, �7-xa� l� a�or�S�jwil,i
reflect fipures that include the total of all returns asse�,�.s�{!�o d�e.� �
ASSESSMENT OF TAX:
15. A�ount of Line 14 at spousal rate C15) .� �?� � C:� Q �0
16. Amount of Line 14 taxable at lin e a l r a t e C 1 6) ;� -��9 �'� �7 Q�p 6 = , 7.1 1
17. Amount of Line 14 at sibling rate �1�� �1"� � _„-, � ��0
18. A�ount of LinQ 14 taxable at collateral rate C18) .0 �15 � fi""` .00
19. Principsl Tax Due "t9 C19�= Q ��7.11
TAX CREDITS z 3'�►
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
S
07-23-2013 CDO 7928 .00 1,40�.11
TOTAL TAX PAYMENT 1,407.11
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), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �lT'