HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
�j� ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ("����fl�'!�'j��,'�j�{ 4 �� REV-1547 IX AFP (08-13)
PO BOX 280601 r?;_J'�_� .;:.1.' t �.+L. l�.
HARRISBURG PA 17128-0601 ����� L �.�{'y.�C
� .�.�J
DATE 05-12-2014
F������� � 3 �� I�f � � ESTATE OF SPRAGUE FRANCES W
' DATE OF DEATH 03-27-2013
FILE NUMBER 21 13-0428
�' COUNTY CUMBERLAND
SPRAGUE DE��d�;�,j'�1�;��;(�i
198 W P I NE ST ��$�F{�(� CQ„ �/� ACN 101
APPEAL DATE: 07-11-2014
MT HOLLY SPGS PA 17065-1345 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE -► RETAIN LOWER_PORTION_FOR YOUR RECORDS � _______________
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPRAGUE FRANCES WFILE N0. :21 13-0428 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1� 37�000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2� 10,200.00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) .00
6. Jointly Owned Property CSchedule F) �6� 86,887.51
, 7. Transfers CSchedule G) ��� .00
8. Total Assets (8) 134.087.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �g� 8,912.4 9
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 2.059.21
11. Total Deductions C11) 10,971 .70
12. Net Value of Tax Return �12� 123,115.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13� .00
14. Net Value of Estate Subject to Tax �ly� 123,115.81
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) �?;-> >�-A� x 045 = 5,540.21
17. Amount of Line 14 at sibling rate C17) -�� X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due �19�= 5,540.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-23-2013 CD018556 .00 5,540.21
TOTAL TAX PAYMENT 5,540.21
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.