HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF BEAR VESTA P
DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0911
COUNTY CUMBERLAND
WEBBER JR ESQ RICHARD L
ACN
126 E KING ST APPEAL DATE: 08-08-2014
SHIPPENSBURG PA 17257-1326 (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: BEAR VESTA PFILE NO. :21 13-0911 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 106,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 250.00 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 CSchedule E) (5) 14,411 .75
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 120 .661 .75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 26.802.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,250 .35
11. Total Deductions (11) 28,052.62
12. Net Value of Tax Return (12) 92,609. 13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 92,609. 13
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 X50 = 37110
16. Amount of Line 14 taxable at lineal rate (16) 92•6n9- I3 X7�42 �4, 17c-,A1
17. Amount of Line 14 at sibling rate (17) - nn X:T}0, 9-� Z U) ;'
18. Amount of Line 14 taxable at collateral rate (18) .00 X_ 55, rT1 CT00
19. Principal Tax Due >(1`9)O�J�..4
TAX CREDITS: °' -
PAYMENT RECEIPT DISCOUNT (+) (� -q YI
AMOUNT PAID r-) _ -
DATE NUMBER INTEREST/PEN PAID (-) D �—+ m
02-03-2014 CDO18723 . 00 4,167.G1 rV r—
s (n
D CD 'r1
TOTAL TAX PAYMENT 4, 167.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .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. \\I�