HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAXW pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF MEYER MARY L
DATE OF DEATH 05-20-2013
FILE NUMBER 21 13-0614
COUNTY CUMBERLAND
WILEY JAN M ACN 101
3 N BALTIMORE ST APPEAL DATE: 07-18-2014
DILLSBURG PA 17019-1287 (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
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REV--1547 EX AFP (OS--130 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEYER MARY LFILE NO. :21 13-0614 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3,277.26 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax Payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 119,771 .99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 273.049.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38.794.85 ^�
a �
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,495CA 3
C O _ rri 4
11. Total Deductions Ply
:34
31,(.7$ 47
12. Net Value of Tax Return nfilz - _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) cTl5-). ," rte) r. rr.00
r FIN Ci31 ,71 47
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,Dl ,ar8d/or�i 19'tii}1
reflect figures that include the total of all returns assessedb f-d -tlmte3 c Z:3
ASSESSMENT OF TAX: I C�JJ ~ r M
15. Amount of Line 14 at spousal rate (15) . 00 y,�o iA
16. Amount of Line 14 taxable at lineal rate (16) 931 .7r.A.47 )Cy045 = X0,429.113
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 (19)= 10,429.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-19-2013 CD018047 515.57 9,795.81
01-13-2014 CDO18657 . 00 117.75
TOTAL TAX PAYMENT 10,429. 13
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.