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HomeMy WebLinkAbout03-28-14 NOTICE OF INHERITANCE TAX X pennsylvania BUREAU OF INDIVIDUAL TAXES APPR,AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX .. PO BOX 280681 ' REV-1547 EX AFP (88-13) HARRISBURG PA 17128-0601 RECORDED OFFICE OF REGISTER OF WILLS DATE 03-31-2014 1�pp rr��p pp{{D0 ty +�+�}} ESTATE OF ROLLINS MARGARET H ➢'� nfll 28 RM 11 3G DATE OF DEATH 02-19-2013 FILE NUMBER 21 13-0320 NELSON PATRICIA CLERK OF COUNTY CUMBERLAND 2190 MERRIMAC AVE ORPHANS- COURT ACN APPEAL DATE: 05-30-2014 MECHANICSBURG PA i0UM89N.01) Co., PA (See reverse side under Objections) Amount Remitted[ — I 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 !-- RE 547 EX AFP C08-13) NOTICE OF IN ITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ROLLINS MARGARET HFILE NO. :21 13-0320 ACN: 101 DATE: 03-31-2014 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) • 00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held StockJPa rtna rship interest (Schedule C) (3) OO submit the upper Portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 3,245.78 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 3,245.78 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 274.33 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 218.649.33 11. Total Deductions (11) 218,923.66 12. Net Value of Tax Return (12) 215,677.88- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subiect to Tax C14? 215,677.88- 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) .DO X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -an x 045 = .00 17. Amount of Line 14 at sibling rate (17) .nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= ,00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT 100 BALANCE OF TAX DUE ,00 1 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 t FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.