HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX Pennsylvania
n P�R�AI�SEMENT1,1�,ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES nF L'T �.9DjU'0(yj(Q�S AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION _ _ REV-1547 IX AFP (08-13)
PO BOX 280601 RE 61:451
HARRISBURG PA 17128-0601
1 'iti �,'A Y 13 Fwil1: (y{y DATE 05-12-2014
ESTATE OF HUBER MARY E
DATE OF DEATH 06-17-2013
FILE NUMBER 21 13-0698
ORPHW,S COURT COUNTY CUMBERLAND
MOSEBEY SEDUMBERI.TAND CO., PA ACN 101
10 E HIGH ST APPEAL DATE: 07-11-2014
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 F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUBER MARY EFILE NO. :21 13-0698 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 (Schedule A) (1) 94,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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 Deposits/Misc. Personal Property (Schedule E) (5) 1,000. 00
6. Jointly Owned Property (Schedule F) (6) 4,869. 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 100,369.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,444.86
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,563. 13
11. Total Deductions (11) 12,007.99
12. Net Value of Tax Return (12) 88,361.01
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 88,361 .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) RR.-A1 . nl X 045 = 3,976.25
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)= 3,976.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
D1-13-2014 CDO18638 .00 3,976.25
TOTAL TAX PAYMENT 3,976.25
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.