HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX , pennsyLvania
BUREAU OF INDIVIDUAL TAxes= APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION - REV-1547 IX AFP (OB-13]
PO BOX 280601 p� [�:n [ r : '
HARRISBURG PA 17128-0601 R E G I S ` S.r!4
or•� ':nT n pn C DATE 10-28-2013
ESTATE OF DENISON DOROTHY J
CL ER.; OF DATE OF DEATH 03-20-2013
FILE NUMBER 21 13-0350
GRi'JANS' COURT COUNTY CUMBERLAND
ANDES CSAMUERLA'LD' U. FA ACN 101
v r.
525 N 12TH ST APPEAL DATE: 12-27-2013
LEMOYNE PA 17043-1245 (See reverse side under Objections)
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
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REV-1547 EX AFP (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DENISON DOROTHY JFILE NO. :21 13-0350 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •DO NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 15,518.04 credit to your account,
as 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.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 185,161 .63
6. Jointly Owned Property (Schedule F) (6) 1,390.29
7. Transfers (Schedule G) (7) 74,692.84
8. Total Assets (8) 276.762.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15.225.38
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,454.49
11. Total Deductions (11) 20,679.87
12. Net Value of Tax Return (12) 256,082.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 256,082.93
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) 000 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 266.nR2.93 X 045 = 11,523.73
17. Amount of Line 14 at sibling rate (17) . n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 11,523.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-10-2013 CDO17722 526.32 10,000.00
08-12-2013 CDO18006 . 00 997.41
TOTAL TAX PAYMENT 11,523.73
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.