HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX ]� �� j pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE yF�►7��r DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-)547 EX AFP (08.13)
PO HARRISBURG6PA 17,2aAFXORDED OFFICE OF
REGISTER OF WILLS DATE 12-16-2013
�((� �� �1n "1 23 ESTATE OF HEISE LOIS M
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t1 J DATE OF DEATH 04-20-2013
CLERK OF FILE NUMBER 21 13-0523
COUNTY CUMBERLAND
BRINSER ORPHARTAIMR-0
6 E MAZ ACM 101
%EEWAND CO PA APPEAL DATE: 02-14-2014
PO BOX (See reverse side under Objections)
PALMYRA PA 17078-0323 Amount Reeittedr- l
MAKE CHECK PAYABLE AMD REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4- --► -
REV-1547 EX AFP (OB-13) NOTICE OF iNHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HEISE LOIS MFILE NO. :21 13-0523 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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 8) {2) .00 credit to your account,
dD 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 426,113.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 631,873.32
8. Total Assets (8) 1 ,057,987,27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,352.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,174.87
11. Total Deductions (11) 36,527.01
12. Net Value of Tax Return (12) 1 ,021,460.26
13. Charitablo/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 1,021 ,460.26
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) 1 -021 .460.26 X 045 = 45.965.71
17. Amount of Lino 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}= 45,965.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (a) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-17-2015 CD01 897 1,473.68 28,000.00
07-17-2013 CDC17898 631.58 12,000.00
09-10-2013 CDO18130 .00 3,860.45
TOTAL TAX PAYMENT 45,965.71
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.