HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX ST
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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 Ex aPP (68-15)
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 12-16-2013
REGISTER OF WILLS ESTATE OF KELLY FRANK E
{ �rym DATE OF DEATH 04-05-2013
dD DEC 1 3 tll 3 23 FILE NUMBER 21 13-0498
COUNTY CUMBERLAND
ALTLAND CLERK OF D ACN 101
350 S SP®Rwh1tl Lo%T APPEAL DATE: 02-14-2014
MECHAN�GSB,U GL PDA 50-3061 (See reverse side under Objections)
iU7MMttiSR CO., {7A Amount Remitted --I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE — 1► RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP COB-133 NOTICE OF INNERS TANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLY FRANK EFILE NO. :21 13-0498 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( J CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 159,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 35,720.75
6. Jointly Owned Property (Schedule F) (6) 24,295.55
7. Transfers (Schedule G) (7) 96,049.73
8. Total Assets (67 315.566.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9). 26,356.03
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 436.25
11, Total Deductions (11) 26,792.28
12. Net Value of Tax Return C12) 288,773.75
13, Charitable/Governmental Requests; Non-elected 9115 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subiect to Tax (14) 288,773.75
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (16) 2A9,773_7m X 045 = 12,994.82
17. Amount of Line 14 at sibling rate (17) -nO X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,994.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-13-2013 CDO18142 .OD 12,994.82
TOTAL TAX PAYMENT 12,994.82
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
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. ,,,.q