HomeMy WebLinkAbout03-28-14 (3) 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 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-31-2014
ESTATE OF BROWN LOUISE B
DATE OF DEATH 04-15-2013
RECORDED OFFICE OF FILE NUMBER 21 13-0544
SHIELDS III CHARL E§EGdSTER OF WILLS COUNTY CUMBERLAND
ACN 101
6 CLOUSER RD gqpp'❑ ((ff��pppp ��QQ fl� 11 32 APPEAL DATE: 05-30-2014
MECHANICSBURG PAC(11P055ukJfl (See reverse side under Objections)
CLERK OF Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
ORPHANS COURT REGISTER OF WILLS
CUMBERLAND CO.. PA 1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROWN LOUISE BFILE NO. :21 13-0544 ACN: 101 DATE: 03-31-2014
TAX RETURN WAS: IX) 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) 294,537.70 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (3) of this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 2,950.00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) 177 125.52
8. Total Assets (e) 297,613.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15.320.63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 612.20
11. Total Deductions (11) 15,932.83
12. Net Value of Tax Return (12) 281 .680 .39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 281 ,680.39
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) 125.52 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2R1 .FF4-R7 X 045 = 12,669.97
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 12,669.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-11-2013 CD017871 450.00 81550.00
11-27-2013 CDO18461 .00 3,669.97
TOTAL TAX PAYMENT 12,669.97
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 N
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \X)