HomeMy WebLinkAbout05-20-14 - NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE I DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF WILSON LUCILLE N
DATE OF DEATH 01-31-2013
FILE NUMBER 21 13-0169
COUNTY CUMBERLAND
COYNE ESQ LISA M ACN 101
3901 MARKET ST APPEAL DATE: 07-18-2014
CAMP HILL PA 17011-4227 (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----- �► RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILSON LUCILLE NFILE NO. :21 13-0169 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •00 NO : To e0mure proper
2. Stocks and Bonds (Schedule B) C2) 1 ,394.60
szit EA ybLr account,
C submit (gi per portior
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of is cr with your
4. Mortgages/Notes Receivable (Schedule D) (4) to aym'eit �7
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) (V-- N M
6. Jointly Owned Property (Schedule F) (6) r-- - tTl
7. Transfers (Schedule G) (7) SON') 7C '"O O -n
8. Total Assets T 1-3 1:34cJC�.60
APPROVED DEDUCTIONS AND EXEMPTIONS: O c. N ern
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .6211.0[E� ((J O
( >' T
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4a (V
11. Total Deductions (11) 1,621 .00
12. Net Value of Tax Return (12) 226.40-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 284,982. 08
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) 9R4.9R9. OR X 045 = 12,824.20
17. Amount of Line 14 at sibling rate (17) JO X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,824.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-25-2013 CDO17505 641 .21 12,200.00
08-19-2013 REFUND .00 7.34-
TOTAL TAX PAYMENT 12,833.87
BALANCE OF TAX DUE 9.67CR
INTEREST AND PEN. . 00
TOTAL DUE 9.67CR
x 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.
REV-1470 Ex(0.1-10)
P @t111SytVa111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Lucille N Wilson 2113-0169
REVIEWED BY ACN
Brett Walker 701
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Accepted additional assets and deductions.
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