HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX [ j pennsylvania
BUREAU OF INDIVIDUAL TAXES
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE � '`
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF FRY ANN H
DATE OF DEATH 01-07-2013
FILE NUMBER 21 13-0131
DOLAN LESLIE M COUNTY CUMBERLAND
ACN 101
414 BLACKLATCH LN APPEAL DATE: 07-18-2014
CAMP HILL PA 17011 (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 4—REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRY ANN HFILE NO. :21 13-0131 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X7 CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. OL
1. Real Estate (Schedule A) (ll 00 NOTE:,VO ensu gqe��',pproper
2. Stocks and Bonds (Schedule B) C2) cre tl.-to your-%ccount,
0 submklcthe/-ap portio,
S. Closely Held Stock/Partnership Interest (Schedule C) C37. 0 pf th fore-m "th your
4. Mortgages/Notes Receivable (Schedule D) (4) � tax 'T�,meOt. O
[> —c
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5)�•��
?OA: m rV
6. Jointly Owned Property (Schedule F) (6) -- O rr -17
7. Transfers (Schedule G) (7) �� cm,
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
yy N r= n
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 46,R�.U1 r77
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •00 N c) lO7
11. Total Deductions (11) 46,902.00
12. Net Value of Tax Return (12) 46,902. 01-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 205,939.64
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) 9nr..93R_46 X 045 = 9,267.29
17. Amount of Line 14 at sibling rate C17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 9,267.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-02-2013 CDO17389 463.36 10,808.98
TOTAL TAX PAYMENT 11,272.34
BALANCE OF TAX DUE 2,005.05CR
INTEREST AND PEN. .00
TOTAL DUE 2,005.05CR
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. ``
REV-1474 Ex(01.14)
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p @1111$ytVanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
SSN
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN 13064319
PO Box 280601
DECEDENTS NAME FILE NUMBER
Ann H. Fry 2113-0131
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Net value was not carried to the tax computation section correctly.
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