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-154] IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF PEET THERESA A
DATE OF DEATH 12-09-2012
FILE NUMBER 21 13-0029
COUNTY CUMBERLAND
SECHRIST ESQ JOEL 0 ACN 101
568 OLD YORK RD APPEAL DATE: 08-02-2014
ETTERS PA 17319-9543 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEET THERESA AFILE NO. :21 13-0029 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151 ,755.75 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 17,498.85 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (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) 86,613. 11
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) 163,460.70
B. Total Assets (8) 419.328.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,684.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13.460.69
11. Total Deductions (11) 41 ,145.05
12. Net Value of Tax Return (12) 378, 183.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 378,183.36
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) ;7.968-9F � 12 = °
18. Amount of Line 14 taxable at collateral rate (18) 340,915. 11CX b5 =�- 51s",+-f1 27
19. Principal Tax Due p �19)= C 5T 5+?6((9.46
TAX CREDITS: r-n =
PAYMENT RECEIPT DISCOUNT (+) cz)
AMOUNT PAID r— CL7 3y O DATE NUMBER INTEREST/PEN PAI➢ (-)03-07-2013 CDO17291 526.32 10,000 c O 12-14-2013 CDO18532 .00 34712-14-2013 CDO18533 347.50- 45,0805-23-2014 WRITEOFF .00 7 ( r m
C.R Cn O
TOTAL TAX PAYMENT 55,609.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1 .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. \`(�