HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX UV
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF JOHNSON BARBARA Y
DATE OF DEATH 10-04-2008
FILE NUMBER 21 08-1062
COUNTY CUMBERLAND
FLOWER THOMAS E ACN 101
FLOWER LAW LLC APPEAL DATE: 04-18-2014
10 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013-2922 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: JOHNSON BARBARA YFILE NO. :21 08-1062 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
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 k upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 31,661 . 14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 31 .661 . 14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11015.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 11015.00
12. Net Value of Tax Return (12) 30,646.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) CIS) . 00
14. Net Value of Estate Subject to Tax (14) 128,009.42
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) 19R.nn9-69 x 045 = 5,760.43
17. Amount of Line 14 at sibling rate (17) On X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due C19)= 5,760.43
TAX CREDITS: _�_ 1
PAYMENT RECEIPT DISCOUNT (+) 11
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) '-'�
12-29-2008 CDO10707 184.21 3,500.00 ,,.. _ fV - r _
01-06-2009 CDO10737 .00 697. 14 .-_
10-08-2013 CDO18218 203.82- 1,665.51
ZD
(-
TOTAL TAX PAYMENfr 43 04 Tz
BALANCE OF TAX DUE 82.61CR
INTEREST AND PEN. .00
TOTAL DUE 82.61CR
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. �\f