HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX [r j pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE y \\' DEPARTMENT OF REVENUE
BUREAU OF AX DIVISION TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 1LIIN�
INHERITANCE TAX OIYISIOt} REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF DELL CHERYL A
DATE OF DEATH 02-26-2012
FILE NUMBER 21 12-0264
COUNTY CUMBERLAND
PLACE ELIZABETHB ACN 101
17 S 2ND ST - APPEAL DATE: 04-18-2014
HARRISBURG PA 17101-2006 (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 4--
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REY-1547 EX AF-- -P COS-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DELL CHERYL AFILE NO. :21 12-0264 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED t } 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 Doposits/Misc. Personal Property (Schedule E) (5) 7,472.00
6. Jointly Owned Property (Schadule F) (6) .00
7. Transfers (Schedule G) (7) 84,333.00
E. Total Assets (8) 911805.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.613.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 32,942.00
11. Total Deductions 111) 49,555.00
12. Net Value of Tax Return (12) 42,250.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 42,250.00
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) .n0 X 045 = .DO
17. Amount of Line 14 at sibling rate (17) 42.250 00 x 12n=_ 5,070.00
38. Amount of Line 14 taxable at collateral rate (18) .00 X 15`�°'
r}
19. Principal Tax Due Ci J3_C c 5-,-b 70.O:O=n
TAX CREDITS:
A-- r ' n"
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-05-2013 CDO18121 117.65- 5,188.40 C
v _ TI
W C
TOTAL TAX PAYMENT 5,070.75
BALANCE OF TAX DUE .75CR
INTEREST AND PEN. .00
TOTAL DUE .75CR
+ 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.