HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX 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 ry
HARRISBURG PA 17128-0601 RECORDED OF( i41r OF
REGIS '2 OF ,.r4!`, $I DATE 10-28-2013
ESTATE OF OTTO GLADYS P
"T �� �;� r� DATE OF DEATH 05-24-2013
FILE NUMBER 21 13-0595
r- COUNTY CUMBERLAND
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10 E HIGH ST .1 l �r� � APPEAL DATE: 12-27-2013
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CARLISLE (j�PA^17013-3015) , ;,', (See reverse side under Objections)
Amount Remitted I-� -�
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 t--
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REY-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTTO GLADYS PFILE N0. :21 13-0595 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) (1) •00 NOTE: To ensure Proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Meld Stook/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) 203,988. 12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (B) 203.988. 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,654.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 844.68
11. Total Deductions (11) 14,499,63
12. Net Value of Tax Return (12) 189,488.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 189,488.49
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) .DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 189.4218.49 X 045 = 8,526.98
17. Amount of Line 14 at sibling rate (17) .0.0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,526.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (J
O8- 2-2013 CDO18007 426.35 81100.63
08-23-2013 CDO18057 .00 98.12
10-21-2013 REFUND . 00 98. 12-
TOTAL TAX PAYMENT 8,526.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
T07AL DUE .00
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT ICR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. „{}.,