HomeMy WebLinkAbout01-20-14 NOTICE OF INHERITANCE TAX r ° pennSylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX APP (08-13)
PO BOX 280601
HARRISBURG PA 17128.0661
RECORDED OFFICE OF DATE 01-20-2014
REGISTER OF 'WILLS ESTATE OF NEWMAN JANICE 8
n DATE OF DEATH 09-28-2012
i]11 JPN 21 pn oo L 03
COUNTY CUMBERLAND
CUMBERLAND
TRIMMER VICKY CLERK OF ACN 101
PERSUN & HEIM PC APPEAL DATE: 03-21-2014
PO BOX 659 ORPHANS' COURT (See reverse side under Objections)
MECHANICSBURG fngjWLoA40 Co., PA 'Amount Remitted -- ____1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS l-
REY-1547 fX AFP CO$-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEWMAN JANICE BFILE N0. :21 12-1107 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 230,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest {Schedule C} (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) 590,284.00
6. Jointly Owned Property (Schedule F) {6} .00
7. Transfers (Schedule G) C71 478,547.00
8. Total Assets (8) 1 .298,831 ..00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses' (Schedule H) (9) 6.936.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,413.00
11. Total Deductions (11) 24,349.00
12. Net Value of Tax Return (12) 1,274,482.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,274,482.00
NOTE; If an assessment was issued Previously, Lines 14, 15, 16, 17, 1$ 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 ,274-482-On X 045 - 57,352.00
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)= 57,352.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-11-2012 CDO16901 2,867.60 54,744.00
TOTAL TAX PAYMENT 57,611.60
BALANCE OF TAX DUE 259.60CR
INTEREST AND PEN. .00
TOTAL DUE 259.60CR
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE1""�
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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