HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-154] IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-05-2014
ESTATE OF DALLMEYER MARY E
DATE OF DEATH 06-25-2013
FILE NUMBER 21 13-0748
COYNE ESq RECD(}��EO aFMFICE of COUNTY CUMBERLAND
ACN 101
3901 MARKET sREGISTER OF WILLS APPEAL DATE: 07-04-2014
CAMP HILL PA 17011-4227 (See reverse side under Objections)
?014 MY 5 PM 2 52 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CLERK OF REGISTER OF WILLS
1 COURTHOUSE SQUARE
ORPHANS' COURT CARLISLE PA 17013
CUMBERLAND CO., PA
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: DALLMEYER MARY EFILE NO. :21 13-0748 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) 134,100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 8,619.43 credit to your account,
.00 submit the upper Fortier
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/Misc. Personal Property (Schedule E) (5) 128,635.35
6. Jointly Owned Property (Schedule F) (6) 20,749. 19
7. Transfers (Schedule G) C7) 25,036.45
S. Total Assets (e) 317,140.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 44.418.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13,731 . 16
11. Total Deductions (11) 58,149.58
12. Net Value of Tax Return (12) 258,990.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 258,990.84
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) 25R.990 84 X 045 = 11,654.59
17. Amount of Line 14 at sibling rate (17) .00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate C1B) .00 X 15 = . 00
19. Principal Tax Due (19)= 11,654.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2013 CDO18174 578.95 11,000.00
01-03-2014 CDO18610 .00 75.64
TOTAL TAX PAYMENT 11,654.59
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.