HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601 -
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF RAY MABEL B
DATE OF DEATH 10-01-2013
FILE NUMBER 21 13-1113
COUNTY CUMBERLAND
BOGAR JAMES D ACN 101
1 W MAIN ST APPEAL DATE: 06-27-2014
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 ---- RETAIN LOWER PORTION FOR YOUR RECORDS 4--------------------------------------------'---------------------
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RAY MABEL BFILE NO. :21 13-1113 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 314,600.91 credit to your account.
00 submit the upper portior
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 Deposits/Misc. Personal Property (Schedule E) (5) 22,508.99 44
6. Jointly Owned Property (Schedule F) (6) 00 r'
7. Transfers (Schedule G) (7) 10,023.4 s rn
70 tT1 C7
8. Total Assets U5 70 Lg3 GD6
APPROVED DEDUCTIONS AND EXEMPTIONS: rT1 _ -� p
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29.915.7 rrT (J7 :TJ C7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
CD 0 9f5.
11. Total Deductions
12. Net Value of Tax Return (�)c" 1 3T ,2 •J
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (73)� F--` r•i
14. Net Value of Estate Subject to Tax
01
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) 317.217-42 X 045 = 14,274.79
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 14,274.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-18-2013 CDO18544 356.87 6,780 .55
12-18-2013 CDO18545 356.87 6,780.50
TOTAL TAX PAYMENT 14,274.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. \�
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