HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX or .' pennsytvania
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 07-07-2014
ESTATE OF TOOMEY PAUL B
DATE OF DEATH 01-08-2013
FILE NUMBER 21 13-0176
COUNTY CUMBERLAND
WARNER CHERYL L ACN 101
110 PENNSYLVANIA AVE APPEAL DATE: 09-05-2014
CAMP HILL PA 17011-5455 (See reverse side under Objections)
Amount Remitted C^ —�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - -i RETAIN LOWER PORTION FOR YOUR RECORDS t-
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REY-1547 EX AFP C08-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOOMEY PAUL BFILE NO. :21 13-0176 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 19,690.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Hold 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) 23,967.62
6. Jointly Owned Property (Schedule F) C6) •00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 43,657,6Z
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7.2_57.56
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 4.527.82
11. Total Deductions (11) 11,785.38
1Z. Net Value of Tax Return (12) 31,872.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 31,872.24
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. r"
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X DOE—C7
16. Amount of Line 14 taxable at lineal rate (16) EI .R79.➢4 X 045FD 1 14.T�5
17. Amount of Line 14 at sibling rate (17) . 00 X 12 r-' r-
,-
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15� .�I�".�.( .!Q0�' •
C
19. Principal Tax Due (1+Y�r-} . 1,434.{25,,-7
n T`'r7
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) `- C_
AMOUNT PAID N f:_ rj-'
DATE NUMBER INTEREST/PEN PAID t-} c7
02-11-2014 CDO187 1 .00 1,434.25
C-9
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-12-2014 TOTAL TAX PAYMENT 1,434.25
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 14.82
TOTAL DUE 14.82
* 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