HomeMy WebLinkAbout10-15-13 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 288601 REY•I B47 IX AFP {03-I3>
HARRISBURG PA I7128-0601 REC f R D-n u l I IC E 07
R t �u:` V,' ..,�-j -14-2013
DATE 10
ESTATE OF BATEN PAULINE V
DATE OF DEATH 11-01-2012
FILE NUMBER 21 12-1232
COUNTY CUMBERLAND
TWOMBLY ESQ JOHN -- -R ACN 101
STE 1 -,` APPEAL DATE: 12-13-2013
224 E STREET CR.U:,'SE,.L;,,,w (See reverse side under Objections)
KENNETT SQ PA 19348-1705 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 f-
REY-1547 EX AFP 002-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BATEN PAULINE VFILE N0. :21 12-1232 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) C1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,854.41
6, Jointly Owned Property (Schedule F) C6J 2,848.00
7. Transfers (Schedule G) (7) 205,786.91
B. Total Assets (B) 388.4$9.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_. 21 ,141.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 150.00
11. Total Deductions (11) 21,291 .14
12. Net Value of Tax Return (12) 367,198,18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) _ 367,198. 18
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 (15} .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate t167 367-I48_IS X 045 = 16,523.92
17. Amount of Line 14 at sibling rate (177 .OD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (197= 16,523.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
Dl-30-2013 ' CDO17134 7$9.47 151000.00
07-30-2013 CDO17967 .00 734.45
TOTAL TAX PAYMENT 16,523.92
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS. _/