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 REV-1547 IX APP (08-13)
HARRISBURG PA 17128-8601 RECORDED O FFICE OF
REGISTER OF MILLS DATE 12-16-2013
DEC ESTATE OF TOMLINSON RHODA 1
0113 D 13 PF 3? 23 DATE OF DEATH 06-07-2013
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� {{{{ FILE NUMBER 21 13-0667
BOGAR JAMAL ER' O COUNTY CUMBERLAND
1 W MAIN ST ORPHANS COURT ACN APPEAL DATE: 02-14-2014
S H I R E MA NS TOWN C U M 8f FJL7A VV-M 7 P„ (See reverse side under Objections)
Amount Remitted ---�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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RE547 EX AFP t08-13? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOMLINSON RHODA IFILE NO. :21 13-0667 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) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 42,712.00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 222,084.28
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 459,766.22
S. Total Assets (g) 724.562.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) <g)_.. 20,995.00 '
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 20,995.00
12. Net Value of Tax Return (12) 703,567.50
13. Charitable/Governmental Bequests: Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 703,567.50
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) 703.F67.Rn X 045 = 31,660.54
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 31,660.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-}
09-03-2013 COD18093 11583.03 30,07 .51
TOTAL TAX PAYMENT 31,660.54
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. (y.,,