HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX W pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (BB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF HERSHEY ROBERTA F
DATE OF DEATH 04-11-2013
FILE NUMBER 21 13-0560
COUNTY CUMBERLAND
ELLIOTT JOHN R ACN 101
117 E MARKET ST APPEAL DATE: 09-05-2014
YORK PA 1 740 1-1221 (See reverseside under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE m-0, RETAIN LOWER PORTION FOR YOUR RECORDS
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERSHEY ROBERTA FFILE NO. :21 13-0560 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED I ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 100,000.00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,700.16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 41,830.00
B. Total Assets (B) 147.530.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19.433.35
10. Debts/Mortgage Liabilities/Liens (Schedule U (10) 72,502.87
13. Total Deductions (11) 91,936.22
12. Not Value of Tax Return (12) 55,593.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 55,593.94
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) r1i,li9-7'-94 X 045 = tZ,501 .73
17. Amount of Line 14 at sibling rate (17) n0 X 1 O r
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 74_,,,r
19. Principal Tax Due r2',50f2:7V
? i'r'f:z't
TAX CREDITS: � �
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
7"
DATE NUMBER INTEREST/PEN PAID
02-27-2014 CDOIS833 100 2,501.73(DE �+
D fV `n
T
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-28-2014 TOTAL TAX PAYMENT 2,501.73
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 9.64
TOTAL DUE 9.64
* 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. ��