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 BUCHANAN REGINA V
DATE OF DEATH 09-16-2013
FILE NUMBER 21 13-1301
BUCHANAN JEANEEN COUNTY CUMBERLAND
6 FIELDSTONE DR ACN APPEAL DATE: 08-08-2014
SHELTON CT 06484-2035 (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 4
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUCHANAN REGINA VFILE NO. :21 13-1301 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,330. 00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 367,573.84
8. Total Assets (B) 376,903.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,975.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 9,975.94
12. Net Value of Tax Return (p) _63,927.-Aa
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (f )o-�=z 0
14. Net Value of Estate Subject to Tax
ci-4) .927.cA0
NOTE: If an assessment was issued previously, Lines 14, 15, 16. 17, i� }and�/or 19 wlllT
reflect figures that include the total of all returns assessedrto:':d@te,(D I,, (:)I
ASSESSMENT OF TAX: u� . \ �) o
15. Amount of Line 14 at spousal rate (15) .00 X &0 C>= "p ry •-M
16. Amount of Line 14 taxable at lineal rate (16) 366.927-9n X 0A?5D="6 -14 511 .46
17. Amount of Line 14 at sibling rate (17) - nn X •1Z,(F ~ r" .
18. Amount of Line 14 taxable at collateral rate (18) .00 X 4C5
6
19. Principal Tax Due "T19)= OCE,511 . /b
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-09-2013 CDO18515 825.59 15,686. 17
TOTAL TAX PAYMENT 16,511 .76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. `�