HomeMy WebLinkAbout12-13-13 «• NOTICE OF INHERITANCE TAX pennsyCvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF FAX REV-154'7 EX AFP (08-13)
PO BOX 288681 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS
DATE 12-16-2013
20-13 DEC S 1J Sll PM 3 `24 ESTATE OF TRESSLER MARY L
J DATE OF DEATH 01-19-2013
CLERK OF FILE NUMBER 21 13-0974
GATES LOW$RIFI-IARS' COURT COUNTY CUMBERLAND
ACN 101
STE 100 CUMBERLAND CO., PA APPEAL DATE: 02-14-2014
1013 MUMMA RD (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted--�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS l--
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REV-1547 EX AFP (0$-131 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TRESSLER MARY LFILE NO. :21 13-0974 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C )O CHANGED SEE ATTACHED NOTICE
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,
UD 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) 1,585.00
6. Jointly Owned Property (Schedule F) (6) 3,927.72
7. Transfers (Schedule G) (7) 100
B. Total Assets (8) 5,512.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,387.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 189,361 .81
11. Total Deductions (11) 193,748.81
12, Net Value of Tax Return (12) 188,236.09-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00.
14. Net Value of Estate Subject to Tax (14) 188,236.09-
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) A,927_72 X 045 = 176.75
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 176.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 12-31-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 176.75
REVERSE SIDE OF THIS FORM INTEREST AND PEN, 1.06
TOTAL DUE 177.81
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. „9)
REV-14M6X(0140)1-
pennsytvanla INHERITANCE TAX
i DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Mary L Tressler 2113-0974
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property as it was not the responsibility of the
survivors to pay the debts. The Department of Public Welfare claim cannot be taken
against jointly held assets.
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