HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF KELLEY NANCY E
DATE OF DEATH 10-24-2013
FILE NUMBER 21 13-1175
COUNTY CUMBERLAND
BEATY PATRICK T ACN 101
205 W MAIN ST APPEAL DATE: 08-08-2014
SHIREMANSTOWN PA 17011-6331 (See reverse side under Objections)
Amount Romittedl ----�
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 E-
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REY-1547 EX AFP C08-13? NOTICE OF INHERITANCE TAX APPRAI5EMENL. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLEY NANCY EFILE NO. :21 13-1175 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: C )O ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 183,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stack/Partnership Interest CSChetlule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) no tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 408,935. 10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 179,665.41
B. Total Assets (e) 771,900.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) . 18.442.41
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 63,864.53
11. Total Deductions (11) 82,306.94
12. Net Value of Tax Return (12) 689,593.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 689,593.57
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) .DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (I6) 4R9-r,94.67 X L9y45 = ,051 -Ml
17. Amount of Line 14 at sibling rate (17) . nn X (lw2o i"rt 0
y,.
18. Amount of Line 14 taxable at collateral rate C18> .00 Xj�p' �=
19. Principal Tax Due i"'til,_,-r'✓-03.1.-7)1
TAX CREDITS: nom+
PAYMENT RECEIPT DISCOUNT (+) r
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ^,• O O
01-23-2014 CDO18685 1,551 .59 29,480.12-)
n
,7 N IIT
Cn f" O
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-TI
TOTAL TAX PAYMENT 31 ,031 .71
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.