HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX I pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08.13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF MORRIS FLORENCE A
DATE OF DEATH 05-30-2011
FILE NUMBER 21 11-0655
COUNTY CUMBERLAND
BOGAR JAMES D ACN 101
1 W MAIN ST APPEAL DATE: 04-18-2014
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 -___ 1 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: MORRIS FLORENCE AFILE NO. :21 11-0655 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( . ) 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.
.
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 25,838.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .Oa
8. Total Assets (8) 25.838.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 14.471 .51
30. Debts/Mortgage Liabilities/Llens (Schedule I) (30) .00
11. Total Deductions (11) 14,471.51
12. Net Value of Tax Return (12) 11 ,366.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .OD
14. Net Value of Estate Subject to Tax (14) 5,332,898.84
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) S.i39.R9R_R4 X 045)- 239,980 .45x71
17. Amount of Line 14 at sibling rate (17) -nn X 12{' —1
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15( d0 Ji7
19. Principal Tax Due -'r_ 239,980.45 ran
TAX CREDITS: zC/
PAYMENT RECEIPT DISCOUNT (.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID )C
08-24-2011 CDO14881 11,973.45 227,495.51 - )?_ ;
10-17-2013 CDO18267 25.00- 536.66 _'J
4)
TOTAL TAX PAYMENT 239,980.62
BALANCE OF TAX DUE . 17CR
INTEREST AND PEN. .00
TOTAL DUE .17CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE -p{�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.