HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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 06-16-2014
ESTATE OF TODD PATRICIA J
DATE OF DEATH 02-20-2013
FILE NUMBER 21 13-0396
COUNTY CUMBERLAND
MATEYA MARK A ACN 101
55 W CHURCH AVE APPEAL DATE: 08-15-2014
CARLISLE PA 17013 (See reverse side underObjecdons)
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 (08-133 NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TODD PATRICIA JFILE NO. :21 13-0396 ACN: 101 DATE: 06-16-2014
TAX RETURN WAS: I ) ACCEPTED AS FILED t X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account.
Og 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 375,793.86
6. Jointly Owned Property (Schedule F) (6) 5,416.41
7. Transfers (Schedule G) (7) 102,172.15
8, Total Assets (8) 483.382.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21,807.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19.80
11, Total Deductions (11) 21,827.61
12. Net Value of Tax Return (12) 461,554.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) '00
14. Net Value of Estate Subject to Tax (14) 461 ,554.81
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 assossedc-jo date� :Z
ASSESSMENT OF TAX: C= rn m
15. Amount of Line 14 at spousal rate (15) 182,399.54 X Zo- F) %0
16. Amount of Line 14 taxable at lineal rate (16) 779.IrS-?7 X ,B{r!P.= ;W2,561:'99
17. Amount of Line 14 at sibling rate (17) -On X �1'.2i-` N - AD
18. Amount of Line 14 taxable at collateral rate (18) .00 X Sl_5'js.: : (77 rao
19. Principal Tax Due 19)J' .-1 ,5:61 C'�9
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT t+) `� <")
AMOUNT PAID -
DATE NUMBER INTEREST/PEN PAID
05-20-2013 CDO17625 402.63 7,650.0 j;1r `sI
11-13-2013 CDO18385 .00 4,093. 12 CT)
INTEREST IS CHARGED THROUGH 07-01-2014 TOTAL TAX PAYMENT 12,145.75
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE T 416.24
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.61
TOTAL DUE 423.85
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT fCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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pennsytVanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
DLN: 13211408
aua6nuoFtNOrvrouniTnxes OF CHANGES SSN: 194-44-8959
PO Box 280601
MRaR5511SQ.E6 17128-0601
DECEDENT'S NAME FILE NUMBER
Patricia J Todd 2113-0396
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Jointly owned and transfers are taxable outright to the beneficiaryties before
determining residue.
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