HomeMy WebLinkAbout03-03-14 + NOTICE OF INHERITANCE TAX :_ � Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 03-03-2014
ESTATE OF ANTHONY NANCY T
DATE OF DEATH 12-22-2011
FILE NUMBER 21 11-1385
FREY ROBERT G COUNTY CUMBERLAND
5 S HANOVER ST ACM APPEAL DATE: 05-02-2014
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted I --
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 (—
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DISALLOWANCE REV-1547 EX AFP COS-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANTHONY NANCY TFILE NO. :21 11-1385 ACN: 101 DATE: 03-03-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) 291,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
OD submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule CS (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,667.32
6. Jointly Owned Property (Schedule F) (6) 43,850.00
7. Transfers (Schedule G) (7) 97,633.00
B. Total Assets (g) 438,170.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 521703.40
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 12,877.47
11. Total Deductions (11) 65,586.87
12. Net Value of Tax Return (12) 372,589.45
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 372,589.45
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 - .DO
16. Amount of Line 14 taxable at lineal rata (16) ;7?-F;R9-4F X 45 = d�.6,766.5-1
17- Amount of Line 14 at sibling rate (17) .nn X r
18. Amount of Line 14 taxable at collateral rate (18) .00 X �
19. Principal Tax Due � 1`b,7653
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) 12 � 'AMOUNT PA � "- �DATE NUMBER INTEREST/PEN PAID (-)09- 1-2012 CDO16534 .00 11-09-2012 CDO16754 .00 15,12-12-2012 CDO16912 70.41- 4, W --)
W
TOTAL TAX PAYMENT 19,378.35
BALANCE OF TAX DUE 2,611.82CR
INTEREST AND PEN. .00
TOTAL DUE 2,611 .82CR
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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Pennsylvania
INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 2&0601
A P
DECEDENT'S NAME FILE NUMBER
Nancy T. Anthony 2111-1385
-REVIEWED 8Y ACN
Joseph -Agent#94 101
ITEM
SCHEDULE NO, • EXPLANATION OF CHANGES
G 2 The item has been removed from the originaf return as it was separately billed under ACN
12004675 and tax paid.
ROW Paae 1