HomeMy WebLinkAbout03-10-14 NOTICE OF INHERITANCE TAX pennsyLvama
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (08-13)
PO BOX 288601
HARRISBURG PA 17128-0601
DATE 03-03-2014
ESTATE OF FEENEY MILDRED L
DATE OF DEATH 03-31-2013
FILE NUMBER 21 13-0447
CHURCH ROBERT R COUNTY CUMBERLAND
ACN 101
210 WALNUT STREET APPEAL DATE: 05-02-2014
PO BOX 11963 (See reverse side under Objections)
HARRISBURG PA 17108-1963 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS F
REV 1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FEENEY MILDRED LFILE NO. :21 13-0447 ACN: 101 DATE: 03-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 325,429.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 21,293.61
8. Total Assets C8) 346.723.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 42.717.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13.597.84
11. Total Deductions (11) 56,315.65
12. Net Value of Tax Return (12) 290,407.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 213.407.61
14. Net Value of Estate Subject to Tax (14) 77,000.00
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) -on X 045 = .00
17. Amount of Line 14 at sibling rate (17) -00 X 1 �S��J
18. Amount of Line 14 taxable at collateral rate (18) 77,000.00 X 1 1-F 550=z0 "
19. Principal Tax Due 1 )550 az)
TAX CREDITS: rn�7 -. _ __ r1
PAYMENT RECEIPT DISCOUNT C+) -_ [N!".C7(
AMOUNT PAID q�z) O J L-7 DATE NUMBER INTEREST/PEN PAID (-) C06-27-2013 CD017820 550 .00 10,450. 00 11-07-2013 CDO18379 .00 550.00 _ <i
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TOTAL TAX PAYMENT 11 ,550.00
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. ��(�