HomeMy WebLinkAbout04-21-14 (2) NOTICE OF INHERITANCE TAX r pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT Of REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1541 EX aPP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-14-2014
ESTATE OF PHILLIPS MARGARET B
DATE OF DEATH 02-06-2012
FILE NUMBER 21 12-0240
COUNTY CUMBERLAND
SHAW ANDREW H ACN 101
STE 11 APPEAL DATE: 06-13-2014
200 S SPRING GARDEN S (See reverse side under Objections)
CARLISLE PA 17013-2578 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 LOS-233 NOTICE 4F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PHILLIPS MARGARET BFILE N0. :21 12-0240 ACN: 101 DATE: 04-14-2014
TAX RETURN WAS: t 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) on credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DD submit the upper Portion
of this form with your
A. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 141,461 .28
6. Jointly Owned Property (Schedule F) C63 5,258.71
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 146.719.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9- Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9).. 10,869.5$
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11} 10,869.50
12, Net Value of Tax Return (72) 135,850.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5,000. 00
14. Net Value of Estate SubOect to Tax (14) 130,850.49
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 (Is) l3n.Rrn_49 X 045 = `. ,$$By 7
17. Amount of Line 14 at sibling rate (17) On X (1:2 - rfl0
18. Amount of Line 14 taxable at collateral rate (1B) . 00 X 45:Z 67 ,y O
19. Principal Tax Due rd 1:Ll= =518eB P97
TAX CREDITS: T>
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID D ;TJ
DATE NUMBER INTEREST/PEN PAID C-) z T Q O
05-22-2013 CDO17643 95.11- 5,9$3.3
04-07-2014 SBADJUST .00 Ham—• i j
t + I-. m f
r—
tn
TOTAL TAX PAYMENT 5,888,87
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. {V