HomeMy WebLinkAbout01-21-14 NOT-ICE OF INHERITANCE TAX - pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES R (1 ORFnu Tp $�ANRr JISSESSMENT OF TAX
INHERITANCE TAX DIVISION E-c R F 1 Tf°� ! �J REV-1547 IX AFP (00-13)
PO BOX 280601
HARRISBURG PA 17128-0601 REGISTER OF HILLS
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i 1 DATE 01-20-2014
-A,1 21 f ? U."7 ESTATE OF WILKINSON ANNIE C
DATE OF DEATH 06-27-2012
CLERK OF FILE NUMBER 21 12-0870
DELUCA ESQ ADAM
4�PHANS' COURT COUNTY CUMBERLAND
61 W LOUTHER ST CUMBERLAND GO., ;`'ii ACN APPEAL DATE: 03-21-2014
CARLISLE PA 17013-2987 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE m-0, RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILKINSON ANNIE CFILE NO. :21 12-0870 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 58,200. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,858. 15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 62,058.15
APPROVED DEDUCTIONS AND EXEMPTIONS:.
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5.641 .38
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.053.52
11. Total Deductions (11) 8,694.90
12. Net Value of Tax Return (12) 53,363.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 53,363.25
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) F?:.343; 25 x 045 = 2,401 .35
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 (19)= 2,401 .35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2012 CDO16553 52.63 11000.00
09-24-2013 CDO18171 18.00- 1,366.72
01-13-2014 SBADJUST .00 2.02
TOTAL TAX PAYMENT 2,401 .35
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,"IV1