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HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvani. BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO BOX 280601 REV-1547 EX AFP (08-13) HARRISBURG PA 17128-0601 DATE 03-24-2014 ESTATE OF CALLAHAN PATRICIA A DATE OF DEATH 07-25-2013 FILE NUMBER 21 13-0927 WINEKA ESQ JILL M COUNTY CUMBERLAND 1719 N FRONT ST ACN 101 APPEAL DATE: 05-23-2014 HARRISBURG PA 17102-2305 (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 -0, RETAIN LOWER PORTION FOR YOUR RECORDS � ___________________ _ _ REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: CALLAHAN PATRICIA AFILE NO. :21 13-0927 ACN: 101 DATE: 03-24-2014 TAX RETURN WAS: C X3 ACCEPTED AS FILED ( 7 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, 3. Closely Held Stock/Partnership Interest (Schedule C) (37 .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) 0 f this form with your (4) . 00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,515.93 6. Jointly Owned Property (Schedule F) (6) . 00 7. Transfers (Schedule G) (7) • DO 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 13 1 9 9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule H) (9)_1,664 50 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)1, 196_72 11. Total Deductions C11) 12,861 .22 12. Net Value of Tax Return 654.71 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) (13) 00 14. Net Value of Estate Subject to Tax (14) 654.71 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 (157 654.71 X 00 - .00 16. Amount of Line 14 taxable at lineal rate C16) nn X45 17. Amount of Line 14 at sibling rate (17) -Dn XQ 2 = S m G"80 18. Amount of Line 14 taxable at collateral rate (18) . 00 X 5'� 0 19. Principal Tax Duel M --4 �0 PAYMENT r- m TAX CREDITS: � C-3 RECEIPT DISCOUNT (+) f... DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID y p O O =D -n -n O r~+ r- m T 0 TOTAL TAX PAYMENT 1 ,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. \u