HomeMy WebLinkAbout10-15-13 NOTICE OF INHERITANCE TAX r pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION _
PO BOX 289601 - REV-2547 IX AFP tB3-13}
HARRISBURG PA 17128-9601
DATE 10-14-2013
-' - ' - - "' ESTATE OF LARSEN ELEANOR A
i_ r. ., _ DATE OF DEATH 10-27-2012
...�• - -� FILE NUMBER 21 12-1304
COUNTY CUMBERLAND
ZIMMERMAN :-- JOHN M ACN 101
466 JONESTOWN -RD - APPEAL DATE: 12-13-2013
JONESTOWN` ' - PA, 17030.-9416 (See reverse side underObjecdons)
C'u, .v-_...-. _. Amount Remitted ---j
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 1---
- --- -
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMEHT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LARSEN ELEANOR AFILE NO. :21 12-1304 ACN: 101 DATE: 10-14-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Z. Real Estate (Schedule A) (1) 175,698.82 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stockfpart ne rship Interest (Schedule C) {3} 00 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) 26,755.98
6, Jointly Owned Property (Schedule F) (6) 12,726.91
7. Transfers (Schedule G) (7) 17,412.24
$. Total Assets (8) 232,593.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)— 36,260.39
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 2,624.41
11, Total Deductions (11) 38,884.80
12. Net Value of Tax Return tL27 193,709. 15
13. Charitable/Governmental Bequests: Non-elected 9113 Trusts (Schedule J) (13) 7,406. 15
14. Not Value of Estate Subject to Tax (14) 1$6,303.00
NOTE: If an assessment was issued PrOliouSlY, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1A6.303.OD X 045 = 8,383.64
17. Amount of Line 14 at sibling rate C17) . 00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (1$) .00 X 15 = .00
19. Principal Tax Due [39)= 8,383.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-18-2013 CD017077 419.18 81000,00
10-07-2013 REFUND .DO 35.54-
TOTAL TAX PAYMENT 8,383.64
BALANCE OF TAX DUE ,DO
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.