HomeMy WebLinkAbout01-20-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF Tax DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-D691
RECORDED OFFIC ATE 01-20-2014
REGISTER OF WILL STATE OF HERRON GRACE V
q p(� DnA�7E OF DEATH 08-22-2012
j;-11lj ,SRN 21 i i i 2 ME NUMBER 21 12-0944
COUNTY CUMBERLAND
WALTERS III MURREL CLERK OF ACN 101
54 E MAIN ST n�pp , C4�R-� APPEAL DATE: 03-21-2014
MECHANICSBURG PA 17055-5UT H(1RS ppt (See reverse side under Objections)
CUMBERLAND CO— 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 f+
REY-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERRON GRACE YFILE NO. :21 12-0944 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: ( ){) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 166,411 .63 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 155,075.51 credit to your account,
00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortga9ss/hates Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 563,695.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 296,629.66
B. Total Assets CO) 1 .181,812.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 96:455.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.842.12
11. Total Deductions (11) 102,298.09
12. Net Value of Tax Return (12) 1,079,514.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,079,514.34
NOTE: If an assessment was issued previously, Lines 24, 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) X 045 - 48,013.33
17. Amount of Line 14 at sibling rate (17) -110 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 12,551.41 X 15 1,882.71
19. Principal Tax Due {19)' 49,896.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-21-2012 CDO16816 2,368.42 45,000.00
10-04-2013 CDO18203 27.98- 2,646.04
TOTAL TAX PAYMENT 49,986.48
BALANCE OF TAX DUE 90.44CR
INTEREST AND PEN. .00
TOTAL DUE 90.44CR
40
IF* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE -`" V
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.