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HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX / pennsylvama BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13) PO BOX 280601 ''! RECORDED OFFICE OF HARRISBURG PA 17128-0601 REGISTER OF WILLS DATE 09-09-2014 LUT 2019 SEP 9 PM 3 IIATETOFODEATH 09-10-2013 BETTY J CLER,:. OF FILE NUMBER 21 13-1319 COUNTY CUMBERLAND FREY ROBERT G ORPHANS' COURT ACN 101 5 S HANOVER ST CUMBERLAND CO., PA APPEAL DATE: 11-08-2014 CARLISLE PA 17013-3307 .(See reverse side under Objections) Amount Remitted I 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 (- --"--------- REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LUDT BETTY JFILE NO. :21 13-1319 ACN: 101 DATE: 09-09-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 1,600.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 17,911 .00 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 19 .511 .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 .756.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 30.922. 00 11. Total Deductions (11) 42,678.00 12. Net Value of Tax Return (12) 23, 167.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 23,167.00- 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 DO = .00 16. Amount of Line 14 taxable at lineal rate (16) DO X 045 = . 00 17. Amount of Line 14 at sibling rate (17) -nn X 12 = . 00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00 19. Principal Tax Due (19)= . 00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT . 00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. . 00 TOTAL DUE . DO 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. ,�C