HomeMy WebLinkAbout03-14-14 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 REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF FRIENDS MARCELLA T
DATE OF DEATH 02-13-2013
FILE NUMBER 21 13-0430
COUNTY CUMBERLAND
FRIENDS DUANE A ACN 101
2256 DOVER CT APPEAL DATE: 05-16-2014
MECHANICSBURG PA 17055-5700 (See reverse side under Objections)
Amount Romittedi — --)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --lo RETAIN LOWER PORTION FOR YOUR RECORDS 4—
_______________________________
REV-1541 EX AFP COB-137 NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRIENDS MARCELLA TFILE NO. :21 13-0430 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) no NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 131,475.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) f3J .00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 148.00
6. Jointly Owned Property (Schedule F) {6) .DO
7. Transfers CSchedule G) (7) •00
S. Total Assets <e) 131 .623.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 10,000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 50 .000.00
11. Total Deductions (11) 60,000.00
12. Not Value of Tax Return (12) 71,623.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 71,623.00
r�s
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 0 and/or =3-i will,--,6
s—
reflect figures that include the total of all returns assessed -.-pate.
ASSESSMENT OF TAX:
15, Amount of Line 14 at spousal rate (I5) 71,623.001 X
16. Amount of Line 14 taxable at lineal rate (16) - nn X 0 {��.-'r.� z7- '•D�U7
17. Amount of Line 14 at sibling rate (17) .00 X
18. Amount of Line 14 taxable at collateral rate (18) .00 X
19. Principal Tax Due W a to
TAX CREDITS: y N �cn
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID IV
DATE NUMBER INTEREST/PEN PAID C->
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
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.