HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RFV-1547 EX AFP (08-13)
PD BOX 280681
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF DORN NELLIE M
DATE OF DEATH 07-11-2013
FILE NUMBER 21 13-0820
COUNTY CUMBERLAND
WALTERS III MURREL ACN 101
54 E MAIN ST APPEAL DATE: 05-16-2014
MECHANICSBURG PA 17055-3851 (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 4-
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REY-1547 EX AFP {08-13) NOTICE 4F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DORN NELLIE MFILE NO. :21 13-0820 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) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper Portion
3. Closely Held Stack/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) . 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 104,972.52
6. Jointly Owned Property (Schedule F) (6) 199,126.87
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 304,099.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Mist. Expenses (Schedule H) (9) 16,605..50
10. Debts/Mortgage Liabilities/Lions CSchodule 1) CIO) 4,523.35
11, Total Deductions (11) 21,128.85
12. Net Value of Tax Return C12J 282,970.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 282,970.54
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) -nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) -00 X 12 = 100
18. Amount of Line 14 taxable at collateral rate (18) 282,970.54 X 15 = 4,2a445.58
19. Principal Tax Due 4'�445 i
TAX CREDITS: 7; Fn C'7
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-01-2013 CDO18194 2,105.26 40,000.00
11-13-2013 CDO18392 .00 445.58
TOTAL TAX PAYMENT 4V550.84
BALANCE OF TAX DUE 105.26CR
INTEREST AND PEN. .00
TOTAL DUE 105.26CR `
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE t nl
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \\t\t)\