HomeMy WebLinkAbout05-13-14 �p $,NOh�TICE OF INHERITANCE TAX xv pennsytvania
BUREAU OF INDIVIDUAL Tnx£5 RE tgEaEN-T' 'ALLOWANCE OR DISALLOWANCE
RE WP•AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REGISTER LS t` REY-1547 IX AFP t08-I33 Box
HARRISBURG PA 17128-8681 f rf1L
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t1 (0QU DATE 05-12-2014
20?4 � H 13 AM 1109 ESTATE OF LIGHT VELMA H
DATE OF DEATH 02-28-2013
CLE?iX OF FILE NUMBER 21 13-0380
MILLER EA
j Z'F Rai f UIJANS' COURT COUNTY CUMBERLAND
N ACN 101
1 E CHOC AVE STE NYMRERLAND CO., PA APPEAL DATE: 07-11-2014
HERSHEY PA 17033 (See reverse side under Objections)
Amount Remitted( —i—��
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—
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REY-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIGHT VELMA HFILE NO. :21 13-0380 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( J 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) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •p0 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 42,636. 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 874,120.00
8. Total Assets (B) 916,756.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Mist. Expenses (Schedule H) (9) 40,724.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 25,074.00
11. Total Deductions (11) 65,798.00
12. Net Value of Tax Return (12) 850,958.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 557,18
14. Net Value of Estate Subject to Tax (14) 293,772.00
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 D0 = .00
16. Amount of Line 14 taxable at lineal rate (16) 931 .41R. nn X 045 = 10,414.00
17. Amount of Line 14 at sibling rate (17) .nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) 62,354. 00 X 15 = 9,353.00
19. Principal Tax Due (14}= 19,767.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-24-2013 CDO17656 988.35 20,000.00
TOTAL TAX PAYMENT 20,988.35
BALANCE OF TAX DUE 1,221 .35CR
INTEREST AND PEN. .00
TOTAL DUE 1,221 .35CR
X 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.