HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX W pennsylvania
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 OF&a� OF 01-20-2014
REGISTER OFEiYAfES OF CAMPBELL KATHERINE R
o DATE OF DEATH 07-18-2013
(Uly 19%N 21 MLE NORPBER 21 13-0901
COUNTY CUMBERLAND
BOGAR LAUREN E CLERK KN 101
1 W MAIN ST APPEAL DATE: 03-21-2014
SHIREMANSTOWN PA 17011-6327 ORPHANS' COURT(see reverse side under Objections)
CUM BERLANU'AnAemitted
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 (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT- ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CAMPBELL KATHERINE RFILE NO. :21 13-0901 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) •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 L) (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) 6,890.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 311,921 .04
B. Total Assets (8) 318,811 .33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.664.89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 9,664.89
12. Net Value of Tax Return (12) 309,146.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 309,146.44
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (I6) 309. 146-44 X 045 = 13,911 .59
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)= 13,911 .59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-03-2013 CDO18112 151 .85 2,885.09
09-09-2013 CDO18129 151 .85 2,885. 10
10-10-2013 CDO18226 391 .88 7,445.82
TOTAL TAX PAYMENT 13,911.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
< 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. -('A Jl