HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �.\�' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCT_I„ON$-ANDEA¢�ESSMENT OF TAX 1�
INHERITANCE TAX DIVISION n EG R UU VV PP YY��11rr REV-1547 EX AFP (08-13)
PO BOX 280601 R
HARRISBURG PA 17128-0601 REGISTER OF WILLS
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2 _TATE OF SALKELD VICTORIA W
_ DATE OF DEATH 01-10-2013
CLERK Or FILE NUMBER 21 13-0436
ZEIGLER ESQ PAUL L ORPHANS' GOURTCOUNTY CUMBERLAND
300 BRIDGE ST 2ND FLR CUM BERLAND GO., 'Fql' APPEAL DATE: 03-21-2014
PO BOX B (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0256 Amount 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 4-
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SALKELD VICTORIA WFILE NO. :21 13-0436 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) Cl) 234,700.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.00 submit the upper portion
3. 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/Mist. Personal Property (Schedule E) (5) 122,495.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (B) 357.195.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 47.615.39
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 47,615.39
12. Net Value of Tax Return (12) 309,580.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 309,580.52
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) In 9.580 -57 x 045 = 13,931. 12
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .DO X 15 = .00
19. Principal Tax Due (19)= 13,931 .12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-06-2013 CDO18132 .00 1,541 .35
09-25-2013 CDO18189 .00 1,541 .35
10-09-2013 CDO18221 .00 9,307.07
10-18-2013 CDO18284 1 .01- 1,545.00
TOTAL TAX PAYMENT 13,933.76 '
BALANCE OF TAX DUE 2.64CR
INTEREST AND PEN. . 00
TOTAL DUE 2.64CR (\n
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. V\,