HomeMy WebLinkAbout06-30-14 (2) NOTICE OF INHERITANCE TAX r. "' 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 (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF SALISBURY HELEN I
DATE OF DEATH 03-17-2013
FILE NUMBER 21 13-0372
COUNTY CUMBERLAND
DUNCAN WILLIAM A ACN 101
1 IRVINE ROW APPEAL DATE: 08-22-2014
CARLISLE PA 17013-3019 (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SALISBURY HELEN IFILE NO. :21 13-0372 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ] CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 120,000 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
. 00 credit to your account,
. Og 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,753.61
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 136 .753.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,163.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 24.149.86
11. Total Deductions (11) 44,313.30
12. Net Value of Tax Return (12) 92,440.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 92,440.31
N
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/¢P- 19__Jw=l
reflect figures that include the total of all returns assesset-- date rn C-)
ASSESSMENT OF TAX: o c Q
15. Amount of Line 14 at spousal rate (15) .00 X..n003 - Z Ch X00
16. Amount of Line 14 taxable at lineal rate (16) - DD X^ 145 r= CA3 -j r"00
17. Amount of Line 14 at sibling rate (17) .00 X-+l2- 'T�' V. DO
18. Amount of Line 14 taxable at collateral rate (18) 92,440.31 X �5�,'`�- ...13,8�6•yi05
19. Principal Tax Due C>(Cli)0 33,866_:!05
TAX CREDITS: e7
r— m
PAYMENT RECEIPT DISCOUNT (+) ('-
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-20-2014 CDO18782 .00 13,866.05
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-21-2014 TOTAL TAX PAYMENT 13,866.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. 73.91
TOTAL DUE 73.91
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 \