HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF 2NDiv20uaL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 288601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128.0601
DATE 06-23-2014
ESTATE OF SICO LUCILLE C
DATE OF DEATH 09-08-2011
FILE NUMBER 21 11-1081
EXE DANIEL S COUNTY CUMBERLAND
A ACN 101
PT 3M
APPEAL DATE: 08-22-2014
460 OLD TOWN RD (See reverse side under Objections)
PORT JEFF STA NY 11776-2205 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS !--
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REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SILO LUCILLE CFILE NO. :21 11-1081 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 3 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) 1,772.36 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 Submit the upper Portion
of this form with your
4. Mortgages/Notos Receivable (Schedule D) (4) 100 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 141,373.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 'DO
8. Total Assets (gy 143,146.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 6,473.77
10. Debts/Mortgage Liabilities/Lions (Schedule I) C10) 1 ,350.28
ll. Total Deductions (11) 7,824.05
12. Net Value of Tax Return (12) 135,322.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 135,322.03
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or,49 will
reflect figures that include the total of all returns assessedc-to date. �
ASSESSMENT OF TAX: c O r M1
15. Amount of Line 14 at spousal rate CIS) .00 X i0m v= rte'- �� .ao
16. Amount of Line 14 taxable at lineal rate (16) 1Rr..392-03 X 045 089.479
17. Amount of Line 14 at sibling rate (17) -n0 X 'i2'` 0
18. Amount of Line 14 taxable at collateral rate (18) .DO X .1'5c".= ) 1 AO
19. Principal Tax Due �(1C9J -=J,Og9.`g
TAX CREDITS: o -ry J - `�1
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTERESTtPEN PAID t-3 AMOUNT PAID r I`It
10- 2- 011 CDO15058 22.44 426. (n rJ
01-18-2012 CDO15515 .00 3,767.88
02-07-2012 CDO15564 .00 79.76
02-10-2014 CDO18763 22.54- 1,815.63
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-11-2014 TOTAL TAX PAYMENT 6,089.49
BALANCE OF TAX DUE •00
INTEREST AND PEN. 67.44
TOTAL DUE 67.44
+ 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