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HomeMy WebLinkAbout03-28-14 NOTICE OF INHERITANCE TAX pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES .OF DEDUCTIONS-AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 R E 6 0 R DE D OFFICE OF REGISTER OF WILLS DATE 03-31-2014 ESTATE OF ARCHER CATHERINE M 2014 MRH 28 AM 1132 DATE OF DEATH 02-26-2013 FILE NUMBER 21 13-0353 STONE ESQ DAVID HCLERK OF COUNTY CUMBERLAND 414 BRIDGE ST ORPHANS' COURT ACN APPEAL DATE: 05-30-2014 NEW CUMBERLAND PA 1iURIUCRUAki D CO., PA (See reverse sideunder 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 +-REV-1547 EX AFP C08-13)-_--NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ARCHER CATHERINE MFILE NO. :21 13-0353 ACN: 101 DATE: 03-31-2014 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 CSchedule B) (2) .00 credit to your account, 00 submit the upper portion 3. 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/Misc. Personal Property (Schedule E) (5) 3,908.05 6. Jointly Owned Property CSchedule F) (6) .00 7. Transfers (Schedule G) (7) .00 B. Total Assets (8) 3.908.05 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.523.58 10. Debts/Mortgage Liabilities/Liens CSchedule I) CIO) 1 ,088.18 ll. Total Deductions (11) 9,611 .76 12. Net Value of Tax Return (12) 5,703.71- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 5,703.71- 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 (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate C16) -nn 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 (-) TOTAL TAX PAYMENT .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. ��(�