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
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF BERNHARD SUSANNE C
DATE OF DEATH 06-22-2013
FILE NUMBER 21 13-0796
COUNTY CUMBERLAND
WILEY JAN M ACN 101
3 N BALTIMORE ST APPEAL DATE: 04-18-2014
DILLSBURG PA 17019-1287 (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 --I- RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BERNHARD SUSANNE CFILE NO. :21 13-0796 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 112,286.25 credit to your account,
.00 submit the upper portion
S. 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) 187,355.39
6. Jointly Owned Property (Schedule F) (6) 34,653.67
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 334,295.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 41 ,771 .73
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 41,771 .73
12. Net Value of Tax Return (12) 292,523.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subiect to Tax C14) 292.523.58
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. 7;
ASSESSMENT OF TAX: ""-
15. Amount of Line 14 at spousal rate (15) .00 X 00 =
16. Amount of Line 14 taxable at lineal rate (16) 292.623-riR X 045 = 13,163.56 . -'
17. Amount of Line 14 at sibling rate (17) .00 X 12-, = .'DO j
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 .00
19. Principal Tax Due (1?) 13,163.56 -_
TAX CREDITS: --
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID 1n
DATE NUMBER INTEREST/PEN PAID (-)
09-19-2013 CDO18163 574. 13 10,908.49
10-22-2013 CDO18311 .00 1,680.94
TOTAL TAX PAYMENT 13,163.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ 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.