HomeMy WebLinkAbout06-09-14 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 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF CORNELL RICHARD W
DATE OF DEATH 07-17-2012
FILE NUMBER 21 12-0912
COUNTY CUMBERLAND
THOMAS ESQ R M ACN 101
101 S MARKET ST APPEAL DATE: 08-02-2014
MECHANICSBURG PA 17055-6328 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CORNELL RICHARD WFILE NO. :21 12-0912 ACN: 101 DATE: 06-03-2014
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) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule CJ (3) of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,287. 15
6. Jointly Owned Property (Schedule F) (6) 2,015.66
7. Transfers (Schedule G) (7) 10,039.24
8. Total Assets (8) 32,342.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,874.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 491 .39
11. Total Deductions (i1) 9,366.05
12. Net Value of Tax Return (12) 22,976.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 22,976.00
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:
15. Amount of Line 14 at spousal rate (15) .00 X DO = .00
16. Amount of Line 14 taxable at lineal rate (16) 79.976-00 X 045 = --1 033.92
17. Amount of Line 14 at sibling rate (17) .00 X CP2 = "' -n �00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X � 0
5 ryi�CO0
=
19. Principal Tax Due l - 2
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID 3 U CD CD
DATE NUMBER INTEREST/PEN PAID (-) _ 7 n O
01-28-2014 CDO18708 .00 1,033.97'-C-.µ O "O -TI
-*t
n
M
r-
Cn o
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-29-2014 TOTAL TAX PAYMENT 1,033.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. 24.25
TOTAL DUE 24.25
x 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. (�\j`