HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF iNnlvinuAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE iT1 \�
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
OF DEDUCTIONS AND-ASSESSMENT OF TAX REV-1647 EX AFP (08-16)
HA Box
HA RECORDED OFFICE OF
HARRISBURG P PA A 17F 28-DSB7
REGISTER OF WILLS DATE 05-05-2014
u ESTATE OF JULIANA PEARL E
2014 t R�ppY 5 P11 2 59 DATE OF DEATH 10-02-2009
4 FILE NUMBER 21 10-0290
CLERK OF COUNTY CUMBERLAND
MINER ESQ STEVENORfPRARS- COURT ACN
635 N 12TH ST APPEAL DATE: 07-04-2014
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LEMOYNE PAC`yA �+'1`22�a�D CO., PA (See reverse side under Objections)
Amount Remitted------
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -_.- --► RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP t08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JULIANA PEARL EFILE NO. :21 10-0290 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO, 01
1. Real Estate (Schedule A) (1) 52,000.00 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) B) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 52.000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23.805.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •00
11. Total Deductions (11) 23,805.44
12. Net Value of Tax Return fL2) 28, 194.56
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14J 45,031 .42
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) -nn x 045 - . 00
17. Amount of Line 14 at sibling rate (17) 45.031 .42 X 12 = 5,403.77
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due t19)a 5,403.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-)
12-30-2010 CDO13844 .00 2,020 .42
03-24-2011 CDO14196 .00 40.23
12-09-2013 CDO18513 402.66- 3,749.60
TOTAL TAX PAYMENT 5,407.59
BALANCE OF TAX DUE 3.82CR
INTEREST AND PEN. . 00
TOTAL DUE 3.82CR
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. �`^�