HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE FFiiee►►ii\\ 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 06-23-2014
ESTATE OF WELTON MARY L
DATE OF DEATH 03-11-2012
FILE NUMBER 21 12-0391
COUNTY CUMBERLAND
FREEMAN LARRY L ACN 101
829 N WEST ST APPEAL DATE: 08-22-2014
CARLISLE PA 17013-1435 (See reverse side under Objections)
Amount RemittedC-------'��
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 f--
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' REY-1547 EX AFF C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WELTON MARY LFILE NO. :21 12-0391 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: CX) ACCEPTED AS FILED C J CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .DO NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper Portion
3. Closely Held Stack/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 8,203.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 8,203.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 650.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 545.96
11. Total Deductions (11) 1,195.96
12. Net Value of Tax Return C12) 7,007.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -00
14. Net Value of Estate Subject to Tax (14) 7,007.37
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.o
ASSESSMENT OF TAX: 00 �_ r
15. Amount of Line 14 at spousal rate (15) X
16. Amount of Line 14 taxable at lineal rate (16) 7-OD7-37 X f01'4 C= 3315 -i
17. Amount of Line 14 at sibling rate (17) nn X 12>=r- l WD
18. Amount of Line 14 taxable at collateral rate (18) .00 X r15=.'=��O 0
19. Principal Tax Due :2(191'7 . 34'5 r,33
TAX CREDITS: -n 1
-Ys �
PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID F-+ C7
DATE NUMBER INTEREST/PEN PAID C-) - F.a (,_` ITT
U5-31-2012 CDO16045 7.67 145.7 0 O
02-10-2014 CDO18749 5.66- 191 .6 W
TOTAL TAX PAYMENT 339.41
BALANCE OF TAX DUE __ _24.08CR
INTEREST AND PEN. 100
TOTAL DUE 24.08CR
* 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 n�