HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX [ J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �..
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601 J
HARRISBURG PA 17128-0601 1
DATE 03-17-2014
ESTATE OF CREE SHIRLEY R
DATE OF DEATH 02-09-2013
FILE NUMBER 21 13-0189
COUNTY CUMBERLAND
KELLY FRANK H
STE 4 ACN APPEAL DATE: 05-16-2014
400 BRIDGE ST (See reverse side under Objections)
NEW CUMBERLAND PA 17070-1936 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 H
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CREE SHIRLEY RFILE NO. :21 13-0189 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 275,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 64,188. 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) 80,438.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 628, 123.00 `,
8. Total Assets ( CD 1 .0tr.7..74.x,0,
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6.0
s= F
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
(_ _.CD,
11. Total Deductions (1 Ee- - 7�y -�.x 802. 00 gn
12. Net Value of Tax Return (1�C 96'9;94 To.[)C5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (1 --, •• �:Il
14. Net Value of Estate Subject to Tax C1 96W947.00T)
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) . DO X 00 = . DO
16. Amount of Line 14 taxable at lineal rate C167 969.967. nn X 045 = 43,647.62
17. Amount of Line 14 at sibling rate C17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 43,647.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-06-2013 CDO17552 2,182.38 42,000.00
TOTAL TAX PAYMENT 44.182.38
BALANCE OF TAX DUE 534.76CR
INTEREST AND PEN. . 00
TOTAL DUE 534.76CR
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.