HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE . DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFptas-13)
PG RIS 2RG PA RECORDED OFFICE OF
HARRISBURG PA 17228-8601
REGISTER OF FILLS
DATE 12-16-2013
7i� DEC t 1'� 7RI v +)L! ESTATE OF DIXON LOUISE A
iI L 1 DATE OF DEATH 06-22-2013
CLERK OF FILE NUMBER 21 13-0749
WATTS JR ORPOA149 CONT COUNTY CUMBERLAND
ACN 101
100 PINE tTUMBERLAND CO., PA APPEAL DATE: 02-14-2014
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17100-1166 Amount Remitted ___1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - � RETAIN LOWER PORTION FOR YOUR RECORDS 4-�
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REV-1547 EX AFP COB-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DIXON LOUISE AFILE NO. :21 13-0749 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( J 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)
889,861.58 credit to your account,
DB submit the upper portion
3. Closely Meld Stock/Partnership interest (Schedule C) {3} of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 16,396.57
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 155,146.36
S. Total Assets (8) 1 ,061 ,404.5L
APPROVED DEDUCTIONS AND EXEMPTIONS: j
9. Funeral Expenses/Adm, Costs/Mist. Expenses (Schedule H) (9)_. 13,648.62
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .302.68
11. Total Deductions (11) 14,951.30
12. Met Value of Tax Return - (12) 1 ,046,453.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 1 ,046,453.21
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) 137,146.36 X 00 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 9n9..'i 06.86 X 045 = 40,918.81
17. Amount of Line 14 at sibling rate (17) .n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19}= 40,918.81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-19-2013 CDO18158 2,045.94 38,872.87
TOTAL TAX PAYMENT 40,918.81
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.
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