HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX I pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION - -- REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECOR�"=^ G"^;ic OF
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ESTATE OF LOWDERMILK MARY E
DATE OF DEATH 04-07-2012
FILE NUMBER 21 12-1203
COUNTY CUMBERLAND
BOGAR � .-D ACN 101
1 W MAIN ST C ;~ • �• J . -- APPEAL DATE: 12-27-2013
SHIREMANST WN. ,_ ,PA .17011--6327 (See reverse side under Objections)
GLI�u11-.
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 F
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOWDERMILK MARY EFILE NO. :21 12-1203 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) . 00
6. Jointly Owned Property (Schedule F) (6) 445.97
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 445.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 410.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 410.00
12. Net Value of Tax Return (12) 35.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35.97
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 (16) 3c-97 X 045 = 1.62
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 1 .62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2012 CDO16788 .00 10.03
10-21-2013 REFUND .DO 8.41-
TOTAL TAX PAYMENT 1 .62
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. rb,