HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX , 'J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��..��11'' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF BOYD DONALD A
DATE OF DEATH 07-06-2013
FILE NUMBER 21 13-0784
COUNTY CUMBERLAND
GLEASON THOMAS P ACN 101
49 W ORANGE ST APPEAL DATE: 07-25-2014
SHIPPENSBURG PA 17257-1813 (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
REV-1547 EX AFP (08-13)- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOYD DONALD AFILE NO. :21 13-0784 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,318.56 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) • D0 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 50,948.59
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 59.267. 06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14.701 .64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 7.858.23
11. Total Deductions (11) 22,559.87
12. Net Value of Tax Return (12) 36,707. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax - (14) 36,707. 19
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: �N°-.
15. Amount of Line 14 at spousal rate (15) . 00 X�0 = s :O 0
16. Amount of Line 14 taxable at lineal rate (16) AA .7n7 - 19 X 30_49= mil,9M 7 2
17. Amount of Line 14 at sibling rate (17) . nn X2"0= �n .^•00
18. Amount of Line 14 taxable at collateral rate (18) .00 X:715,�,9— r n `A O
19. Principal Tax Due T(LM CD1 ,65IlF82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) O 'O
AMOUNT PAID f'J
DATE NUMBER INTEREST/PEN PAID (-) /--�
11-25-2013 CDO18449 .00 1,651 .87 _ (V r m
r
j CID O
N
(LO
TOTAL TAX PAYMENT 1,651 .82
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.