HomeMy WebLinkAbout03-21-14 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 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF GILL SHIRLEY M
DATE OF DEATH 08-20-2012
FILE NUMBER 21 12-1275
COUNTY CUMBERLAND
MOYA AMY M
5011 LOCUST LN ACN APPEAL DATE: 05-23-2014
HARRISBURG PA 17109-4522 (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 (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GILL SHIRLEY MFILE NO. :21 12-1275 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: C 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 IT (2) 22,835.28 credit to your account.
.
3. Closely H¢10 Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25,920.76
6. Jointly Owned Property (Schedule F) (6) 7,006.64
7. Transfers (Schedule G) (7) 1,373,444.97
8. Total Assets CB) 1 .429.207.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 86 .328. 01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,673.30
11. Total Deductions (11) 91,001 .31
12. .Net Value of Tax Return C12) 1 ,338,206.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 1 ,338,206.34
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or2g9 will
reflect figures that include the total of all returns assessed o date.r IM71
ASSESSMENT OF TAX: C> n
15. Amount of Line 14 at spousal rate (15) .00 X
16. Amount of Line 14 taxable at lineal rate (16) 1 .33R.9n6.36 X FITd C_ y�2 ,Q7j
17. Amount of Line 14 at sibling rate (17)_.. - nn X
18. Amount of Line 14 taxable at collateral rate (18) . 00 X
19. Principal Tax Due ,21'91.�
TAX CREDITS: G-� G -n
PAYMENT RECEIPT DISCOUNT (+) ~ r f11
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ` H"'�
r-
� cn
05-17-2013 CD017619 .00 44,400.0 v - (p
11-19-2013 CDO18427 237.00- 16,056.29
03-17-2014 SBADJUST .00 .38
TOTAL TAX PAYMENT 60,219.29
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.