HomeMy WebLinkAbout06-30-14 (2) NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-13)
PO BOX 280601 '
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF CALEYSEIG SHERRIE
DATE OF DEATH 11-11-2012
FILE NUMBER 21 13-0016
COUNTY CUMBERLAND
MORRISON GERALD K ACN 101
4431 N FRONT STREET 3RD APPEAL DATE: 08-22-2014
HARRISBURG PA 17110 (See reverse side under Objections)
Amount Remitted--- - __:1
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 Er
REV-1547 EX AFP (08-13)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALEYSEIG SHERRIE FILE NU. :21 13-0016 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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) (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) •GO tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 1 ,490.70
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 1,490,70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 2.113.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO
11. Total Deductions (11) 2,113.50
12. Net Value of Tax Return (12) 622.80-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 622.80-
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:
15. Amount of Line 14 at spousal rate (15) . 00 X 0i{ � DO
a
16. Amount of Line 14 taxable at lineal rate (16) - 00 X 0.557z� c-).
17. Amount of Line 14 at sibling rate (17) .00 X 1:22 Z` n {n•D�
18. Amount of Line 14 taxable at collateral rate (18) .00 X 29 =°
19. Principal Tax Due (79 '
TAX CREDITS: U C7 =D `n, -TI
PAYMENT RECEIPT DISCOUNT (+) -r: � ,�.-_
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAIR C-) Z:, C(TS
} -
C3
5+.0
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. i .00
TOTAL DUE .00
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE t
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.