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NOTICE OF INHERITANCE TAX Ts Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT DF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND, ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0602
RECORDED OFFICE OF
REGISTER OF WILLS DATE 12-16-2013
ESTATE OF MIXELL DOROTHY M
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R13 OR 13 f l l U 24 FILE OF DEATH 09-02-2012
FILE NUMBER 21 12-1273
COUNTY CUMBERLAND
GRIFFIE BRADLEICLILRK OF ACN 101
200 N HANOVER ST A W COURT APPEAL DATE: 02-14-2014
CARLISLE P 3 (See reverse side under Objections}
C M LAND CO., PA Amount Remittedr �--�1
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-
-_ --5-4-7_--X-------_--_ --------------------------------------------------------------
REY-1547 EX AFP (0$-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MIXELL DOROTHY MFILE NO, :21 12-1273 ACN: 101 DATE: 12-16-2013 II
i
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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 Hold 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/Mist, Personal Property (Schedule E) (5) 8,261. 12
6. Jointly Owned Property (Schedule F) (6) 57,100.00
T. Transfers (Schedule G) (7) .00
S. Total Assets (B) 65.361 .12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,899.51
10. Debts/Mortgage Liabilities/Liens (Schedule T) (10) 121 ,209.48
11. Total Deductions (11) 133,108.99
12. Net Value of Tax Return (12) 67,747.87-
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 67,747.87-
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) 23.Rd`n-42 X 045 = 1,072.83
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18, Amount of Line 14 taxable at collateral rate (15) .00 X 15 = .00
19. Principal Tax Due (29)= 1 ,072.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 12-31-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,072.83
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 18.65
TOTAL DUE 1,091 .48
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. (�
*1
REV-1470 EX(01-10) }
?" pennsytvanla INHERITANCE TAX
.' DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 60
DECEDENT'S NAME FILE NUMBER
Dorothy M. Mixell 2112-1273
REVIEWED BY ACN
Joseph - Agent#94 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 The value of the real estate has been increased from $110,774.00 to $114,200.00. The
common level ratio factor effective for the decedent's date of death is 1.00. The
decedent's half-interest in the property is valued at $57,100.00
I 1 The value of the item has been reduced to $27,244.76 as the mortgage was a joint
obligation with the other property owner.
1 4 Probate estate is insolvent. The item is not deductible against the joint property as it
was not the responsibility of the survivor to pay the debt.
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