HomeMy WebLinkAbout03-21-14 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 REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF MASSIE HELEN B
DATE OF DEATH 10-04-2013
FILE NUMBER 21 13-1074
COUNTY CUMBERLAND
GUNN LINDA M ACN 101
173 AVALON LN APPEAL DATE: 05-23-2014
HOPEWELL PA 16650-7601 (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
REV-1547 EX AFP (0a-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASSIE HELEN BFILE NO. :21 13-1074 ACN: 101 DATE: 03-24-2014
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) 244,690. 00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 41 ,476.89
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (77 .00
8. Total Assets (8) 286.166.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 5.727. 02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (107 2.383.67
11. Total Deductions (11) 81110.69
12. Net Value of Tax Return (12) 278,056.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 79.996.86
14. Net Value of Estate Subject to Tax (14J 198,059.34
t
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: C o -L M n `
15. Amount of Line 14 at spousal rate (15) .00 X 310 ', (:D0
16. Amount of Line 14 taxable at lineal rate (16) nn X 'fiF=ry S N fgn
17. Amount of Line 14 at sibling rate (17) - 00 X 3o27a=FM P. r)l,
18. Amount of Line 14 taxable at collateral rate (18) 198,059.34 X $5 =.0 29,7 .,9,D
19. Principal Tax Due
TAX CREDITS: p
PAYMENT RECEIPT DISCOUNT (+) O 1— r- M AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-21-2013 CD018429 1,485.45 28,223.46 W T.
TOTAL TAX PAYMENT 29,708.91
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE . 01CR
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.