HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX , pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION - REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG'PA'17126-0601 RECORDED OFFICE OF
REGISTER OF WILL� "TE 09-02-2013
STATE OF RICHARDS BETTY C
CC E OF DEATH 12-10-2012
21 FM 2 E NUMBER 21 12-1317
COUNTY CUMBERLAND
READER DAVID W CLERK OF ACN 101
2331 MARKET ST OF JHANS' COURT APPEAL DATE: 11-01-2013
CAMP HILL PA 17011-464 (See reverse side under Objections)
CUR! ERLAND CO., Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i RETAIN LOWER PORTION-FOR-YOUR-RECORDS-4-----------------------
REV 547 EX AFP t02-13) NOTICE OF INN ERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHARDS BETTY CFILE N4. :21 12-1317 ACN: 101 DATE: 09-02-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 160,000 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your aceountr
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/Mist. Personal Property (Schedule E) (5) 89,352.42
6. Jointly owned Property (Schedule F) (6) 6,294.12
7. Transfers (Schedule G) (7) 34,318.80
S. Total Assets (8) 289.965.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.652.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 32,395.84
I1. Total Deductions (11) 36,047.84
12, Net Value of Tax Return (12) 253,917.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
- 14. Net Value of Estate Subject to Tax (14) 253,917.50
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
I6. Amount of Line 14 taxable at lineal rate (16) 253.417.5F1 X 045 = 11,426.29
17. Amount of Line 14 at sibling rate (17) .0.0 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due L19)= 11,426.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-D6-2013 CDO17279 571 .31 11,000.00
06-24-2013 CDO17786 .00 67.66
TOTAL TAX PAYMENT 11 ,638.97
BALANCE OF TAX DUE 212.68CR
INTEREST AND PEN. . 00
TOTAL DUE 212.68CR
* 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.
REV-i6I0 Ex?O1-�Oj
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
7
DECEDENT'S NAME FILE NUMBER
Betty C. Richards 2112-1317
REVIEWED BY ACN
Destiny S.R. Brawn 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E,F Changes have been made as per your request.
Raw Paae 1