HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX . pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 a AFP (08-13)
BOX 280601 RECORDED
HARRISBURG 01 17128-0601 OFFICE OF
HA
REGISTER OF WILLS DATE 05-05-2014
'Iu ESTATE OF BOWERS MARY F
J� FOF DEATH
ILE 21 13-0451
CLEAT, O1F� COUNTY CUMBERLAND
MCCALEB ESQ MOR 'ANSR 9 MAIN ST COURT ACN APPEAL DATE: 07-04-2014
P0BOX230 CUMPERLA!ID CO., PA (See reverse side under Objections)
MECHANICSBURG PA 17055-0230 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 F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWERS MARY FFILE NO. :21 13-0451 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 182,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 30,384.56 credit to your account,
submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule L) (3) .00 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) 14,747.90
6. Jointly Owned Property (Schedule F) (6) 767.40
7. Transfers (Schedule G) (7) 235,682.85
8. Total Assets (8) 463.582.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24 .683. 12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). 2,584.52
11. Total Deductions (11) 27,267.64
12. Net Value of Tax Return (12) 436,315.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 436,315. 07
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) 436.31r.- n7 X 045 = 19,634. 18
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 19,634. 18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-09-2013 CDO17850 631 .58 12,000.00
01-03-2014 CDO18606 .00 7,002.60
TOTAL TAX PAYMENT 19,634. 18
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. `