HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX pennsy[vania
BUREAU OF INDIVIDUAL TAXES APP,�R1-A� IqS�EMIyE�NTI,),wALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION wtEOMffO`VFF"t Ar ESSMENT OF TAX DEPARTMENT OF REVENUE
PO 80% 280601 REGISTER OF WILLS RFV-1547 IX APP (08-13)
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,DATE ESTATE OF BELL 05-2014 ANN M
CI_ER OP DATE OF DEATH 02-28-2013 FILE UMBER 21 13-0271
ORPHANS' COURT COUNTY CUMBERLAND
BELL DAVID CU44SERLAND CO., PAACN 101
430 ALLENDALE WAY APPEAL DATE: 07-04-2014
CAMP HILL PA 17 011 (See reverse side under Objections)
Amount Remitted I
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 E-
REV-1547 EX AFP C08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BELL ANN MFILE NO. :21 13-0271 ACN: 101 DATE: 05-05-2014
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) 124,540.00 NOTE; To ensure proper
2- Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
3. Closely Held Stack/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •D0 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 304,899.19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 429,439.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9). 23.940.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 23,940.00
12. Net Value of Tax Return (12) 405,499. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax L14J 405,499. 19
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) .OD X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 4n';.499. 19 X 045 = 18,247.46
17. Amount of Line 14 at sibling rate (17) .n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,247.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-02-2013 CDO18463 .00 15,900.00
04-01-2014 CDO18962 .00 2,347.46
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-02-2014 TOTAL TAX PAYMENT 18,247.46
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 29.09
TOTAL DUE 29.09
* 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. �`M�
REV4470 EX(01-10)
* p @17115�/tVa111a INHERITANCE TAX
'y DEPARTMENT OF REVENUE EXPLANATION
OF CHANGES SS N
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
8-
DECEDENT'S NAME
Ann M Bell FILE NUMBER
REVIE WED BY 2113.0271
Yvonne Agent ID 96 ACN
101
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
accepted revised return
ROW
Page 1