HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX - `
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF EBY DOREEN E
DATE OF DEATH 10-09-2007
FILE NUMBER 21 12-0049
COUNTY CUMBERLAND
EBY JOHN M ACN 501
254 EWE RD APPEAL DATE: 05-16-2014
MECHANICSBURG PA 17055-4872 (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 (OS-13)- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EBY DOREEN EFILE NO. :21 12-0049 ACN: 501 DATE: 03-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
DO 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 CSchedule E) (5) 167,687.81
6. Jointly Owned Property (Schedule F) (6) 94,040.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 261 .727.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 3.965.00
Ia. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3,965. 00
12. Net Value of Tax Return 0127-Q 257:762.$1, --
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)r-"S) -±` C .,
14. Net Value of Estate Subject to Tax C14J rn T.- 257`Y762.BT 7:1
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 �jmd-/'o,r 15F'will''7
reflect figures that include the total of all returns assessed to
ate. `~-�'--
f 4.
ASSESSMENT OF TAX: O
15. Amount of Line 14 at spousal rate (15) 257,762.81 X a0�i..77=i j
16. Amount of Line 14 taxable at lineal rate (16) -nn X 04y^
17. Amount of Line 14 at sibling rate (17)
nn x 12
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT . 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.