HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX :! pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 ' /�r REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601 RECORDED OFFICE O I
REGISTER OF WILLS DATE 12-16-2013
Z013 DEC 1 {00� �j3 ESTATE OF MARTIN ELLEN J
1013 DEC 13 Pn 3 23 DATE OF DEATH 02-27-2013
FILE NUMBER 21 13-0284
BOGAR LAUREN C'F(_ERK OF COUNTY CUMBERLAND
1 W MAIN ST oRpttANS' COURT ACN 101
APPEAL DATE: 02-14-2014
SHIREMANSTOWN PSLWOFJ�164Nfl CO., PA (See reverse side underObjecdons)
Amount Remitted- �
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR YOUR RECORDS E--
------------------------'---""-----------'--'------------^------'-------------------------
REY-1547 EX AFP {0$-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN ELLEN JFILE NO. :21 13-0284 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 132,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) CZ) 7,481.91 credit to your account,
3. Closely Held Stack/Partnership Interest (Schedule C} (3) 100 Submit the upper Portion 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) 2,369.04
6. Jointly Owned Property (Schedule F) (6) 11685.29
7. Transfers (Schedule G) (7) 38,029.39
B. Total Assets (a) 181.565.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule N} C9) 39,674.86
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) . 00
11. Total Deductions (11) 39,674.86
12. Net Value of Tax Return (12) 141,890.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 141,890.77
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 t15} .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate 1163 141 .R4n_77 X 045 = 61385.08
17. Amount of Line 14 at sibling rate (17) -00 X 12 - .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 61385.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-)
05-24-2013 CDO17650 319.25 6,929.33
TOTAL TAX PAYMENT 7,248.58
BALANCE OF TAX DUE 863.50CR
INTEREST AND PEN. .DO
TOTAL DUE 863.50CR
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. C'1-