HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX Z7DEPARTMENT pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF ALLISON THELMA R
DATE OF DEATH 11-09-2013
FILE NUMBER 21 13-1235
COUNTY CUMBERLAND
GLEASON ESQ THOMAS P ACN 101
STE 3 APPEAL DATE: 08-08-2014
49 W ORANGE ST (See reverse side under Objections)
SHIPPENSBURG PA 17257-1813 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --0, RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REY-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALLISON THELMA RFILE NO. :21 13-1235 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) 247,027.83
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
e. Total Assets (8) 247.027.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,769.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 790.00
11. Total Deductions (11) 12,559.65
12. Net Value of Tax Return (12) 234,468. 18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 234,468. 18
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: o
am
15. Amount of Line 14 at spousal rate (15) •00 X
16. Amount of Line 14 taxable at lineal rate (16) 934.46R- IR X 045Q I.0,55FV. Bc�
17. Amount of Line 14 at sibling rate (17) no X
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1-5 y'T --i.(0-00
19. Principal Tax Due �C19J° RI M,55.1,.p4
`' J)
TAX CREDITS: %` n
PAYMENT RECEIPT DISCOUNT '(+)
t 1 —n
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) O
02-07-2014 CDO18739 527.55 10,023.52 (~ m
CO
TOTAL TAX PAYMENT 10,551.07
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. `�1