HomeMy WebLinkAbout04-07-14 (2) NOTICE OF INHERITANCE TAX jiff pEnnB
RTMENT ylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPA OFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08.13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF PREECE LUANNE M
DATE OF DEATH 04-16-2012
FILE NUMBER 21 12-0587
COUNTY CUMBERLAND
SHAFFER ESQ BRET P ACN 101
19 W SOUTH ST APPEAL DATE: 04-18-2014
CARLISLE PA 17013-3445 (See reverse side under Objections)
Amount Remitted r----
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 Q--
------------i-F -----------'---------'-----------------------'-------------'----------------
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PREECE LUANNE MFILE NO. :21 12-0587 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 121,900.go NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Hold 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) C5) 14,119.74
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C73 22,849.31
8. Total Assets (8) 158,869.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 21,642.25
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 106,621.24
11. Total Deductions (11) 128,263.49
12. Net Value of Tax Return (12) 30,605.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 30,605.56
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 - .DO
16. Amount of Line 14 taxable at lineal rate (16) ,Q.4n6.R6 X 045 m 1,377.25
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- 001l
19. Principal Tax Due (19?° 1>377.'25:.:
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID -
DATE NUMBER INTEREST/PEN PAID C-)
01-04-2013 CDO17157 .00 500.00
09-13-2013 CDO18143 .00 877.25 -_-
4
-z,
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-14-2013 TOTAL TAX PAYMENT 1,377.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. 17.26
TOTAL DUE 17.26
+ 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.