HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX [ J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '�i.\�ll`` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX F1
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF MORROW M M
DATE OF DEATH 05-02-2013
FILE NUMBER 21 13-0554
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 08-22-2014
MECHANICSBURG PA 17055-9751 (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
--- --► --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: MORROW M MFILE NO. :21 13-0554 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
.DO submit the upper portior
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) 8,092.78
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 8,092.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,136.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 62.741 .01
11. Total Deductions (11) 65,877.98
12. Net Value of Tax Return (12) 57,785.20-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 57,785.20-
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: ^�
0
15. Amount of Line 14 at spousal rate (15) .00 X5 0
16. Amount of Line 14 taxable at lineal rate (16) -nn X48 (T7 0
17. Amount of Line 14 at sibling rate (17) -DO X"'R G-1 = C- — X00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X- S.r r —J 1700
19. Principal Tax Due C—(;A)°'� O c.,00
TAX CREDITS: -" Cr) ; ) p
PAYMENT RECEIPT DISCOUNT (+) C-) "'7 'I
AMOUNT PAID 9
DATE NUMBER INTEREST/PEN PAID C-) Li O 'Tl � -T�.`
rn
~ r o
y s v7
s �
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.