HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX �}Qnn�J'}jtVanTa
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE `e DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 FX AFP (e8-13)
PO BOX 280601
HARRISBURG PA 17128.0601
DATE 06-23-2014
ESTATE OF HAILEY JOHN M
DATE OF DEATH 11-21-2012
FILE NUMBER 21 12-1223
COUNTY CUMBERLAND
PETRIE CHARLES E ACN 101
3528 BRISBAN ST APPEAL DATE: 08-22-2014
HARRISBURG PA 17111-1803 (See reverseside under Objecdons)
Amount Ramittedr
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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 (08-13? NOTICE OF INHERITANCE TAX APPRAISEMEN'L ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAILEY JOHN MFILE NO, :21 12-1223 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: OO ACCEPTED AS FILED ( 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON= ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 99,200 .34 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 6,876.49 credit to your account,
00 submit the upper portion
3. Closely He1tl Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 100 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 81,585.37
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 187,662.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,525.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 26.977.23
11. Total Deductions (11) 47,502.90
12. Net Value of Tax Return (12) 140,159.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J3 (13) .00
14. Net Value of Estate Subject to Tax (14) 140,159.30
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: C') ° 7u
15. Amount of Line 14 at spousal rate (15) 56,924. 16 XeO� _I*
16. Amount of Line 14 taxable at lineal rate (16) 83-93 Fi- 1.4 4-P Os � 3,T45158
17. Amount of Line 14 at sibling rate (17) .00 X7112 Z CA �00
18. Amount of Line 14 taxable at collateral rate (18) .00 %El 5` f`_ iTi x:700
19. Principal Tax Due ?( :9)"� 58
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TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) {-j O
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-3 v !� '^ n
0 -21-2013 CDO1 198 167.47 3,182. 0 --i r--+ CD -
02-21-2014 CDO18794 .00 396. r-
'Tt
06-13-2014 WRITEOFF .00 5. 8 W
TOTAL TAX PAYMENT 3,745.58
BALANCE OF TAX DUE on
INTEREST AND PEN. on
TOTAL DUE .00
« IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUEL
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.