HomeMy WebLinkAbout12-13-13 RECORDED OFFICE ^NOTICE OF INHERITANCE TAX b pennsylvania
BUREAU OF INDIVIDUAL PtOkSTE; ALLOWANCE OR DEPARTMENT Of REVENUE
INHERITANCE TAX DIVISION
FO 80X 288601 REV-1547 EX AFP (08-I3)
HARRISBURG PA 17I2B-06027('{3 DEC 3 II R; V 23
UU IIJ L)l.l� r� � DATE 12-16-2013
CLERK OF ESTATE OF BOYLE CHARLES
ORPHANS COURT DATE OF DEATH 04-11-2013
CUMBERLAND CU., PA FILE NUMBER 21 13-0525
THOMAS R M COUNTY CUMBERLAND
101 S MARKET ST ACN APPEAL DATE: 02-14-2014
MECHANICSBURG PA 17055-6328 (See reverse side under Objections)
Amount Remitted --___1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE W--► RETAIN LOWER PORTION FOR YOUR RECORDS 4--i
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R EY-1547 EX AFP CO8-13? NOTICE OF IN TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOYLE CHARLES FILE NO. :21 13-0525 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: OO ACCEPTED AS FILED ( 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 6,743.88 credit to your account,
00 submit the upper portion
S. 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/Miso. Personal Property (Schedule E) (5) 11881.89
6, Jointly Owned Property (Schedule F) (g) 29,452.74
7. Transfers CSchedule G) (7) 493,546.88
S. Total Assets (e) 682,625.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {q) 6,798.18
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 811 .25
11. Total Deductions (11) 7,609.43
12. Met Value of Tax Return (12) 675,015.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 675,015.96
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) 679,flIci-96 X 045 = 30,375.72
17. Amount of Line 14 at sibling rate (17) •n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)- 30,375.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-10-2013 C0017860 1,421.05 27000.00
09-17-2013 CDO18150 .00 1,,954.71
TOTAL TAX PAYMENT 30,375.76
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
* 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. /f„