HomeMy WebLinkAbout12-13-13 • S NOTICE OF INHERITANCE TAX Z7pennsytvania
BUREAU of INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO 80X 280682 REV-1547 IX AFP (88-I3)
HARRISBURG PA 17128-0601 RECORDED O F PIC E OF
REGISTER OF t8 LLS DATE 12-16-2013
1 T1 ry ESTATE OF NEUMANN HANNAH S ATE OF 13 Pil 3 2r FILE NUMBERTH 21 12-1333
COUNTY CUMBERLAND
SHEELY ESQ ANDREW Q} ERK OF ACN 101
127. SOUTH MARKET STR @RPHAN S' COURT APPEAL DATE: 02-14-2014
PO BOX 95 CUMBERLAND , (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 Cam" g'(
Amount Ramittedi - --�
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 r-
REY-1547 EX AFP {08-13? NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEUMANN HANNAH SFILE NO. :21 12-1333 ACN: 101 DATE: 12-16-2013
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) 668.75 credit to your account,
3. Closely Held Stock/Partnership BD submit the upper Portion Interest (Schedule C} C3) of this form with your
4. Mortgages/Not*$ Receivable (Schedule D) (4) •00 tax Payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 591,975.80
6, Jointly Owned Property (Schedule F) (6) 203,497.01
7. Transfers (Schedule G) (7) 101,278.83
B. Total Assets (a) 897,420.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 15,491 .02
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 4,238. 13
11. Total Deductions ()i) 19,729.15
12. Not Value of Tax Return C12S 877,691 .24
I3. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 56.000.00
14. Net Value of Estate Subject to Tax (14) 821 ,691 .24
NOTE: If an assessment was issued PrOViously, 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) Rol .A91 .94 X 045 i 36,076. 10
17. Amount of Line 14 at sibling rate (17) . Oa X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 20,000. 00 X 15 = 31000.00
19. Principal Tax Due (19)s 39.076.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-15-2o CDO17533 1,953.81 38, 00.00
TOTAL TAX PAYMENT 40,453.81
BALANCE OF TAX DUE 1,377.71CR
INTEREST AND PEN. .00
TOTAL DUE 1,377.71CR
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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.