HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 D( AFP CO3-13)
PO BOX 280601
HARRISBIAtG PA 17128-0601
DATE 10-07-2013
ESTATE OF WEBB MARGARET L
DATE OF DEATH 03-14-2013
FILE NUMBER 21 13-0355
COUNTY CUMBERLAND
SCOTT ESQ KEVIN M ACN 101
PO BOX 114b APPEAL DATE: 12-06-2013
H A R R I S B U R G P A 1710 8-114 6 (See reverse side under Objections)
A�ount Re�itted —1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �—► RETAIN L�WER PORTI�N FOR YOUR RECORDS !�
REV-1547 EX AFP �02-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE �R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WEBB MARGARET LFILE N0. :21 13-0355 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1� 104,300.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 132,917.72 crodit to your account,
.00 suba�it tha upper portion
3. Closaly Hald Stock/Partnership Intarest CSchedule C) C3) of this for�n with your
4. Mortpagas/Notes Roceivable CSchedule D) t4) •0� tax payment.
5. Cash/Bsnk Deposits/Misc. Personal Property CSchedule E) (5) 8�4 7�•9 4
6. Jointly Owned Property CSchedule F) C6� 29,624.78
7. Transfers CSchedule G) ��� 45,647.59
8. Total Assets cs) __320.969.03
APPRDVED DEDUCTIDNS AND EXEMPTIDNS: � �
9. Funeral ExpenseslAd�q. Costs/Misc. Expenses CSchedule H) C9� � ,�� �7
�
10. Debts/Mortpape Liabilitias/LienS CSchedule I) (1Q) � � +.� O
a.� ,.,,Q � ""'�
il. Totsl Daductions t'�"I ���f� 06.03
12. Net Valu• of Tax Return � �"'�� `" �. 63.00
13. Charitabl�/6overnn�ental Bequests; Non-elected 9113 Trusts CSchedule J) � ���
14. Nat Valua of Estate Subject to Tax � ��� 3 63«00
� �
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, �7� 1'� and/or��wili
reflect fipures that include the total of all returns assiss"�f to �ate.�-�- rn
ASSESSMENT flE TAX: �y � � C�
15. Awaunt of Lino 14 at spousal rate C15) •� X 0 0 4� � .0 0
16. `An�ount o`f Lina 14 taxsbla at lineal �ate C16) 7R;-6��_nn X 045 � `12,764.84
17. Amount of Lina 14 at sibling rate C17)- _0 0 X j,2 = .�0 0
18. A�kount of Lin• 14 taxablo at collataral rate C18) .00 X 15 � � .00
19. Principsl Tax Duo C19)= 12,764.84
TAX CREDITSs �
PAYME T RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
6- 0- O1 D017734 638.2 2,362.6
TOTAL TAX PAYMENT 13,000.91
BALANCE OF TAX DUE 236.07CR
INTEREST AND PEN. .00
TOTA� DUE 236.07CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAI. DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE `
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.