HomeMy WebLinkAbout10-15-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT Of REVENUE
INNFRITANCE TAX
DIVISION j ry ry
HARRISBURG PA I7128-66g`t ECORDE) OFi 10E OF REV-1547 EX AFP f63-i3}
DATE 10-14-2013
3 J i �S F ' ' n ; � ESTATE OF SHILEY RUBY L
DATE OF DEATH 10-17-2012
rte . - FILE NUMBER 21 12-1165
�` - COUNTY CUMBERLAND
MCBETH 0--'ANTHONY: ,V ACN 101
FL 1 U. H APPEAL DATE: 12-13-2013
407 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17101-1215 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -_ +—� RETAIN LOWER PORTION FOR YOUR RECORDS (--
REV-2547 EX AFP {02-I3- )-NOTICE OF INHERITANCE TAX APFRAZSEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHILEY RUBY - LFILE NO. :21 12-1165 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,105.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DB submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DO tax payment.
S. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) 17,503.00
6. Jointly Owned Property (Schedule F) C6} -00
7- Transfers (Schedule G) (7) ,00
8. Total Assets (8) 18,608.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q} 11,346.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) CIO) 3,722.00
1I. Total Deductions (11) 15,068.OD
12. Net Value of Tax Return (12) 3,540.00
13. Charitable/Governmental Bequests; Non-elected 911$ Trusts (Schedule J) (13) . DO
14. Net Value of Estate SubOect to Tax (14) 3,540.00
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 C15) .00 X DO = .DO
16, Amount of Line 14 taxable at lineal rate (16}. 5,540-On X 045 = 159.00
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18J .00 X 15 = .00
19, Principal Tax Due (19)' 159.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-01-2013 CDO17260 .00 159.00
04-09-2013 CDO17484 .00 56.00
TOTAL TAX PAYMENT 215. 00
BALANCE OF TAX DUE 56.00CR
INTEREST AND PEN. .00
TOTAL DUE 56.000R
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,