HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX -- pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ' `''" DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL razes OF DEDUCTIONS AND ASSESSMENT OF TAX C�AAIIM
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF TUCKEY ERNESTINE L
DATE OF DEATH 05-30-2013
FILE NUMBER 21 13-0659
OTTO III IVO V COUNTY CUMBERLAND
ACN 101
10 E HIGH ST APPEAL DATE: 06-27-2014
CARLISLE PA 17013-3015 (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
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TUCKEY ERNESTINE LFILE NO. :21 13-0659 ACN: 101 DATE: 04-28-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 340,000.00 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) (2) 266,483.75 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •D0 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 331 ,679.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 938. 163.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 83,429. 11
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 91 .09 rv '
n °
11. Total Deductions (147 AX,5ZGO.
12. Net Value of Tax Return C1� 8 ,64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax $¢4„6431•
NOTE: If an assessment was issued
previously, Lines 14, 15, 16, 17, 11 (a'h Q7or 19 Khi'
reflect figures that include the total of all returns assessed�t o^d gt a. —o -;j --n
ASSESSMENT OF TAX: c) O -n Z-3 * 'n
15. Amount of Line 14 at spousal rate (15) •00 X bU
16. Amount of Line 14 taxable at lineal rate (16) - nn X .Ofi 5-k rr"•�
17. Amount of Line 14 at sibling rate (17) - nn X *2 - .•W1
_ EIa
18. Amount of Line 14 taxable at collateral rate (18) 854,643.54 X 15 = 128,196.53
19. Principal Tax Due (19)= 128,196.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-27-2013 CDO18067 5,263. 16 100,000.00
12-17-2013 CDO18538 .00 22,933.53
TOTAL TAX PAYMENT 128,196.69
BALANCE OF TAX DUE . 16CR
INTEREST AND PEN. .00
TOTAL DUE . 16CR
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. 1