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HomeMy WebLinkAbout10-15-13 NOTICE OF INHERITANCE TAX T : pennsytvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISIGN OF DEDUCTIONS AND ASSESSMENT OF TAX .__.. PO BOX 288681 REV-1547 EX AFP (63-13) HARRISBURG PA I7129-8601 RECORD c© nF !( f �Y DATE 10-14-2013 REsf ii.,�{ OF t'� �� ESTATE OF PERKINS MARLOWE S DATE OF DEATH 10-08-2012 UL yr Ot;ry ,� FILE NUMBER 21 12-1134 fl ! SHATTO DENNIS 1 6' COUNTY CUMBERLAND .! ACN 101 119 LOCUST STS " C ' APPEAL DATE: 12-13-2013 HARRISBURG h '�%.�i�+.q' 17.,-101.71411 (See reverse side under Objections) CUMBERLAND CO,� P PA Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE - —i RETAIN LOWER PORTION FOR YOUR RECORDS t- -- ------- REV-2547 EX AFP CO2-13J NOTICE OF ZNHERITAHCE 7AX APPRAISEMENT" , ALLOWANCE OR -'------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: PERKINS MARLOWE SFILE N0. :21 12-1134 ACN: 101 DATE: 10-14-2013 TAX RETURN WAS: ( X) ACCEPTED AS FILED { } CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 650,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, S. Closely Held Stock/Partnership Interest (Schedule C) (3) DO submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 81559.81 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 S. Total Assets (8) 658.559.81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 9,735.50 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)— 2,571.30 11. Total Deductions (11) 12,306.80 12, Net Value of Tax Return C12) 646,253.01 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 646,253. 01 NOTE. If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate C35) .00 X 00 - .00 16. Amount of Line 14 taxable at lineal rate (16) 646.7c,3 n1 X 045 = 29,081 .38 17. Amount of Line 14 at sibling rate C17) . On X 12 - .00 18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 - .00 19. Principal Tax Due C19)= 29,081 .38 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-08-2013 CD017025 11315.79 25,000.00 01-08-2013 CDO17026 138.28 5,000.00 TOTAL TAX PAYMENT 31,454.07 BALANCE OF TAX DUE 2,372.69CR INTEREST AND PEN. .00 TOTAL DUE 2,372.69CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. _,r�