HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE pC� ��7
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AEP (BB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF HALTER KATHRYN V
DATE OF DEATH 06-18-2013
FILE NUMBER 21 13-0719
COUNTY CUMBERLAND
PERKINS ESQ DAVID P ACN 101
4 JAMES CIR APPEAL DATE: 07-25-2014
SHIPPENSBURG PA 17257-2165 (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---
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REV-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HALTER KATHRYN VFILE NO. :21 13-0719 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 152,000 . 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 Ink¢r¢st (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) 5,953.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 39, 186.83
8. Total Assets (8) 197. 140.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20 .356.93
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,545.88
11. Total Deductions (11) 22,902.81
12. Net Value of Tax Return (16 141-9,237.7,§
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (1W 70.0))0>
14. Net Value of Estate Subject to Tax (13 -n I-M,2&7>.q
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1W. Sfid7or 19 willr>
reflect figures that include the total of all returns assessed rVoo ratie. O o
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 06 �_ •-rI -,
v
16. Amount of Line 14 taxable at lineal rate (16) 176 .917.74 X 0.4507 -TI 1A8410:. X7X-r��d
17. Amount of Line 14 at sibling rate (17) -nn X 1'2 rwV LL4
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1$
19. Principal Tax Due �t9)= ZZ,840.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-11-2013 CDO18139 392.04 8,000.00
TOTAL TAX PAYMENT 8,392.04
BALANCE OF TAX DUE 551 .34CR
INTEREST AND PEN. .00
TOTAL DUE 551 .34CR
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.