HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX T pennsyLvarna
BUREAU OF INDIVIDUAL rnxes A $EN1 E Tyr LOWANCE OR DISALLOWANCE(' (- DEPARTMENT OF REVENUE
EDUC, � S . AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION '� _ _ REV-1547 EX AFP (08-13)
PO BOX 2806 0 1 Ll-
-, -
HARRISBURG PA 17128-0601 �'-
!J � �� �4 DATE 05-12-2014
I4MAY 1
ESTATE OF KELLY HELEN I
DATE OF DEATH 05-03-2013
FILE NUMBER 21 13-0673
ORFHHN S COURT COUNTY CUMBERLAND
CONNELL RICHe�PJRTLAND GO,, FA ACN 101
2303 MARKET ST APPEAL DATE: 07-11-2014
CAMP HILL PA 17011-4627 (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 H
-------------------- -----------------------"---------------------------------------
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLY HELEN IFILE NO. :21 13-0673 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
32,500. 00 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 0) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,369.71
6. Jointly Owned Property (Schedule F) (6) 153,244.98
7. Transfers (Schedule G) (7) 238,205.70
8. Total Assets (8) 428.320.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,308.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 998.00
11. Total Deductions (11) 16,306.21
12. Net Value of Tax Return (12) 412,014. 18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 412,014.18
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) 417.n14- 1R X 045 = 18,540.64
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due (19)= 18,540.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-17-2013 CDO17892 927.03 18,000.00
TOTAL TAX PAYMENT 18,927.03
BALANCE OF TAX DUE 386.39CR
INTEREST AND PEN. .00
TOTAL DUE 386.39CR
* 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.,
10 1