HomeMy WebLinkAbout05-13-14 OM- NOTICE OF INHERITANCE TAX pennsylvania
+,? !`, i; :"'1.%�• APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T
BUREAU
HERITANCE X01-nnu� �T,AxeS,a 1,�?CJ OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 05-12-2014
ESTATE OF BOWERSOX SYLVIA G
i_A-
f DATE OF DEATH 10-22-2013
GR �1�+j'V�',Sn{ ,.PA FILE NUMBER 21 14-0043
BAKERMBERl7 COUNTY CUMBERLAND
HARRY
ACN 101
416 DARLA RD APPEAL DATE: 07-11-2014
MECHANICSBURG PA 17055-6659 (See reverse side under Objections)
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 F
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REV---1547-- EX AFP (08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWERSOX SYLVIA GFILE NO. :21 14-0043 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( 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) .00 credit to your account,
3. 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) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 44,515.00
7. Transfers (Schedule G) (7) 496,486. 00
B. Total Assets (8) 541 .001 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.699.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 2,699.00
12. Net Value of Tax Return (12) 538,302.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 538,302.00
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 5_58,30? On X 045 = 24,223.59
17. Amount of Line 14 at sibling rate (17) - nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due C19)= 24,223.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-14-2014 CDO18654 1 ,211 . 18 23,012.41
TOTAL TAX PAYMENT 24,223.59
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. \J`