HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX T pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION RECORDED OFFICE O F REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 REGISTER OF WILLS
DATE 05-05-2014
2014 MY 5 PM 2 56 ESTATE OF DONLEY NANCY R
DATE OF DEATH 06-14-2013
CLERK OF FILE NUMBER 21 13-0835
HIPP .1@�r 44N4 ; COURT COUNTY CUMBERLAND
ncN 101
1 W MAIN ST CUMBERLAND CO., PA
APPEAL DATE: 07-04-2014
SHIREMANSTOWN PA 17011-6327 (See reverse side under Objections)
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
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DONLEY NANCY RFILE NO. :21 13-0835 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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 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) 956, 129.75
6. Jointly Owned Property (Schedule F) (6) 6,612.48
7. Transfers (Schedule G) (7) 240,735. 15
S. Total Assets (s) 1 ,203,477.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 54.389.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 54,389.20
12. Net Value of Tax Return (12) 11149,088. 18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 179.749. 12
14. Net Value of Estate Subject to Tax (14) 969,339.06
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) 461 .3r;7.93 X 12 = 55,362.95
18. Amount of Line 14 taxable at collateral rate (18) 507,981 . 13 X 15 = 76, 197. 17
19. Principal Tax Due (19)= 131 ,560. 12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2013 CD018134 6,285.87 119,431 .55
12-31-2013 CDO18590 .00 5,842.70
TOTAL TAX PAYMENT 131,560. 12
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. "r