HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX pennsyLvania
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (OB-13)
INHERITANCE TAX DIVISION
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGISTER OF WILL ATE TE 05-05-2014
TATE OF DILLARD ETHEL P
2019 My 5 PM�m 2 DXGE OF DEATH 08-31-2013
FILE NUMBER 21 13-1032
CLERK OF COUNTY CUMBERLAND
APLIN CHRISTA M ORPHANS' COURTACN 101
STE 12 CUMBERLAND CO., PA APPEAL DATE: 07-04-2014
845 SIR THOMAS CT (See reverse side under Objections)
HARRISBURG PA 17109-4843 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 ------------------------
--------------------------------------------------------------------WANCE
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DILLARD ETHEL PFILE NO. :21 13-1032 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) Cl) .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) 86,154.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 28,997.69
B. Total Assets (8) 115.152.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,373.47
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 100.38
11. Total Deductions (11) 15,473.85
12. Net Value of Tax Return (12) 99,678.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 99,678.20
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) - OD X 045 = .00
17. Amount of Line 14 at sibling rate (17) R3.68F-3F X 12 = 10,042.24
18. Amount of Line 14 taxable at collateral rate . (18) 15,992.85 X 15 = 2,398.93
19. Principal Tax Due (19)= 12,441 . 17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-27-2013 CDO18462 622. 06 11,819.11
TOTAL TAX PAYMENT 12,441 . 17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. �V