HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX MF
�1ennsyLvania
BUREAU OF INDIVIDUAL raxss APPRAISEMENT, ALLO NCE OR DISALLOWANCE
OF DEDUCT?0j6EA� ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION I�{�rI ii'' S5{{ } RFV•1547 EX AFP (88-13)
PO HARRISBURG PA 17I28-8601 ��V v R C U—s
DE
1111 vtly 4S S iI 0-2014
ESTATE OF KING WINIFRED M
`14v DATE OF DEATH 07-31-2012
FILE NUMBER 21 12-0878
DINNER ESQ SCOTT NOR?�{A�as, C,QC,0�p'ACNNTY CUMBERLAND
3117 CHESTNUT ST C,t �R�.. ��4 APPEAL DATE: 03-21-2014
CAMP HILL PA 170YL=4529 (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 --I- RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-1547 EX AFP C08-i3? NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KING WINIFRED MFILE NO. :21 12-0878 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) 37,766.66 NOTE: To ensure proper
2. Stocks and bonds (Schedule B) C2J
.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) {33 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) 15,729.73
6, Jointly Owned Property (Schedule F) C6) 25,547.78
7. Transfers (Schedule G) (7) 57,046.32
B. Total Assets cs) 136.090.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,737.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 298.90
11. Total Deductions (11) 19,035.96
12. Net Value of Tax Return C!2) 117,054.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 117,054.53
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) -00 x 045 = .00
17. Amount of Line 14 at sibling rate (17) 102 .299.70 X 12 = 12,155.12
18. Amount of Line 14 taxable at collateral rate (le) 15,761 .83 X 15 = 2,364.27
19. Principal Tax Due (19)= 14,519.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+3 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-16-2012 CDO16647 434.21 8,250.00
10-16-2012 CDO16648 291.76 8,250.00
TOTAL TAX PAYMENT 17,225.97
BALANCE OF TAX DUE 2,70b.58CR
INTEREST AND PEN. .00
TOTAL DUE 2,706.58CR
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.