HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 117DEPARTMENT 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 06-09-2014
ESTATE OF DOUGLAS DOROTHY P
DATE OF DEATH 05-08-2013
FILE NUMBER 21 13-0617
COUNTY CUMBERLAND
STONE ESQ DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 08-08-2014
NEW CUMBERLAND PA 17070-1927 (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
_________________________'____---_--_----_----______----_______-- _
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DOUGLAS DOROTHY PFILE NO. :21 13-0617 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) 139, 100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 88,573.64 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) 12,349.63
6, Jointly Owned Property (Schedule F) (6) 169,037. 19
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 409.060.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,794.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 .784.46
11, Total Deductions (11) 27,579.00
12. Net Value of Tax Return (12) 3 @-1 ,481 .46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (q-))
C S^ r
14. Net Value of Estate Subject to Tax (3b7n 3881 ,4&
7J C C7
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, -WnF/or:a9 whai
reflect figures that include the total of all returns assessed.-#o=.dca*e. r:n m
ASSESSMENT OF TAX: r Co ..� Cn
15. Amount of Line 14 at spousal rate (15) .00 X '00��:=T
16. Amount of Line 14 taxable at lineal rate (16) iRl .C.R1 66 X 61i57 C)
17. Amount of Line 14 at sibling rate (17) - DO X ,l�r=�� e -=•
18. Amount of Line 14 taxable at collateral rate (18) .00 X l5_ fV r—AR
19. Principal Tax Due -9) 117, 160.E
C37—
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-07-2013 CDO17990 858.33 17,000.00
TOTAL TAX PAYMENT 17,858.33
BALANCE OF TAX DUE1 691 .66CR
INTEREST AND PEN. .00
TOTAL DUE 691 .66CR
• 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.