HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTr ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AfP c08-131
PO BOX 280601
HARRISBURG PA 17120-0601
DATE 04-21-2014
ESTATE OF WILSON HELEN V
DATE OF DEATH 12-19-2012
FILE NUMBER 21 12-1335
TILEY STEPHEN D COUNTY CUMBERLAND
ACN 101
5 S HANOVER ST APPEAL DATE: 06-20-2014
CARLISLE PA 17013-3307 (See rowrse side under Objections)
Amount Remitted]— i1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - ---Y RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REY-1547 EX AFP C08-13) NOTICE 4F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILSON HELEN VFILE NO. :21 12-1335 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) 350,613.00 credit to your account,
.
3. Closely Hold Stock/Partnership Interest (Schedule CJ (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 78,680.00
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 73,688.00
a. Total Assets t8) 502,981 .OD
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 29,234.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 45,581.00
11. Total Deductions (11) 74,815.00
12. Net Value of Tax Return (12) 428,166.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 428, 166.00
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
16. Amount of Line 14 taxable at lineal rate (16) 4?R.169-nn X �G ^ TV,2
17. Amount of Line 14 at sibling rate (17) -On X
18. Amount of Line 14 taxable at collateral rate (18) .00 XZ'= C'> cr).µy
19. Principal Tax Due rt-L 2== � *�- '
TAX CREDITS: I> (n � 2_V
PAYMENT RECEIPT DISCOUNT L+) -n 6
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C7 -C} � -TI �
03-19-201 CDO17344 900. 00 17,100. 0 1--+ 2� n
12-13-2013 CDO18523 8.83- 1 >276.3io +—' ;r--. M
D G 1 (n
C7
TOTAL TAX PAYMENT 19,267.50
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
ii
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.