HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAXi, pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��..,`""
OF DEDUCTIONS AND ASSESSMENT OF TAX X111 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF ROBINSON PEARL I
DATE OF DEATH 02-10-2011
FILE NUMBER 21 11-0276
COUNTY CUMBERLAND
BAYLEY ESQ MARK F ACN 101
17 W SOUTH ST APPEAL DATE: 04-18-2014 --
CARLISLE PA 17013-3432 (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBINSON PEARL IFILE NO. :21 11-0276 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 133,102. 10 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
S. Closely Hold 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/Mist. Personal Property (Schedule E) (5) 2,981 .50
6. Jointly Owned Property (Schedule F) (6) 3,235.01
7. Transfers (Schedule G) (7) .00
B. Total Assets (e) 139.318.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 14,816.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 34,365. 17
11. Total Deductions (11) 49,182.02
12. Net Value of Tax Return (12) 90,136.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 90,136.59
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 r' , .00
16. Amount of Line 14 taxable at lineal rate (16) 9n •136-q9 X 04.50 '4;056. 14?
17. Amount of Line 14 at sibling rate (17) -nn X 12=1=' C'IDOj
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15, t= -.-'O Oil
19. Principal Tax Due X19)= r4:056.14 i
TAX CREDITS: V
O
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-25-2013 CDO18320 .00 4,056.14
t.1
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-26-2013 TOTAL TAX PAYMENT 4,056. 14
BALANCE OF TAX DUE .00
INTEREST AND PEN. 237.81
TOTAL DUE 237.81
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.