HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX gi pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF HUFFNAGLE SHIRLEY M
DATE OF DEATH 05-09-2013
FILE NUMBER 21 13-0594
COUNTY CUMBERLAND
RADCLIFF DIANE G ACN 101
3448 TRINDLE RD APPEAL DATE: 07-25-2014
CAMP HILL PA 17011-4438 (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 C08-13J- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUFFNAGLE SHIRLEY MFILE NO. :21 13-0594 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( 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) . 00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (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) 64,013.52
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 64,013.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4.600 .20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.414.60
11. Total Deductions (11) 7,014.80
12. Net Value of Tax Return C12) 56,998.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 56,998.72
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
v
reflect figures that include the total of all returns assessed &)o date.
ASSESSMENT OF TAX: -L
C� G*7 I6T�I
15. Amount of Line 14 at spousal rate (15) 00 X BD �^i„�?Vy
16. Amount of Line 14 taxable at lineal rate (16) F16.99N-72 X 045��-, --4,564).y9 4
17. Amount of Line 14 at sibling rate (17) -nn X 12 _ C.J r7„b,l
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 U�T
19. Principal Tax Due L}C 564.9
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID N V
DATE NUMBER INTEREST/PEN PAID (-) i N 1r" M
08-01-2013 CDO17963 128.25 2,439.7E> W O
05-19-2014 REFUND .00 3. 08- Co
TOTAL TAX PAYMENT 2,564.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. . DO
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.