HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX :- pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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
RECORDED OFFICE OIIFATE 01-20-2014
REGISTER OF WILLSESTATE OF MELVIN GERALDINE M
(DATE OF DEATH 01-08-2013
�:11ly JRN 21 f3(�I 2 U'.JLE NUMBER 21 13-0387
COUNTY CUMBERLAND
KOLLAS JAMES W CLERK OF ACN 101
STE 104 APPEAL DATE: 03-21-2014
1104 FERNWOOD AVE ORPHANS COURT (See reverse side under Objections)
CAMP HILL PA 170u}UMBERLAND CO., PAmount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- 1 RETAIN LOWER PORTION FOR YOUR RECORDS 4--REV-1547 EX AFP (08-13)- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MELVIN GERALDINE MFILE NO. :21 13-0387 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C7 (3) 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) 14,606.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 40,226.13
8. Total Assets (e) 54.832.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10.439.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.175.53
11. Total Deductions (11) 19,615. 14
12. Net Value of Tax Return C127 35,217.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35,217.57
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 C15) 00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate C16) 3q.217 -67 X 045 = 1 ,584.79
17. Amount of Line 14 at sibling rate (17) - DD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 1 ,584.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 02-04-2014 TOTAL TAX PAYMENT ,00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,584.79
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.46
TOTAL DUE 1,600.25
v 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(apm)�4
1tpennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 7
DECEDENT'S NAME FILE NUMBER
Melvin, Geraldine 2113-0387
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1-3 The IRA is fully taxable as the decedent was over the age of 59 1/2.
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