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 EX AFP (OS-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF BARRY NANCY M
DATE OF DEATH 05-03-2013
FILE NUMBER 21 13-0550
COUNTY CUMBERLAND
MATEYA MARK A ACN 101
55 W CHURCH AVE APPEAL DATE: 08-08-2014
CARLISLE PA 17013-3202 (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 1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRY NANCY MFILE NO. :21 13-0550 ACN: 101 DATE: 06-09-2014
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
3. 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) 732,721 . 10
6. Jointly Owned Property (Schedule F) (6) 33,050.85
7. Transfers (Schedule G) (7) 37,085.99
8. Total Assets (8) 802.857.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38.926.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 318. 16
11. Total Deductions (11) 39,244.94
12. Net Value of Tax Return (12) 763,613.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 763,613.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or r1,9 will
I
reflect figures that include the total of all returns assessed 20 date. s
ASSESSMENT OF TAX: CD ITT ITt
15. Amount of Line 14 at spousal rate (15) • 00 X 0:0 71 C_r `�•
Z
16. Amount of Line 14 taxable at lineal rate (16) 76;.413_ 00 X
17. Amount of Line 14 at sibling rate (17) .00 X )1>-2 _v r11.00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1-5
I �T
19. Principal Tax Due r V1 O'lam
TAX CREDITS: o C r--�
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID - (V rte.- ITT
DATE NUMBER INTEREST/PEN PAID (-) 'U
07-29-2013 CDO17950 1 ,578.95 30,000.0 1
01-31-2014 CDO18719 .00 2,783.64
TOTAL TAX PAYMENT 34,362.59
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
v 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.