HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 9/ ��' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 4ila�Bf
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF HUMPHREYS CAROLYN G
DATE OF DEATH 05-19-2013
FILE NUMBER 21 13-0711
COUNTY CUMBERLAND
RHOADS ESQ ANN E ACN 101
244 W MAIN ST APPEAL DATE: 09-05-2014
HUMMELSTOWN PA 17036-1422 (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 CO8-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUMPHREYS CAROLYN GFILE NO. :21 13-0711 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) • 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) 27, 187.48
6. Jointly Owned Property CSchedule F) (6) 2, 186.99
7. Transfers (Schedule G) (7) 840. 15
8. Total Assets (8) 30,214.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,095.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 74.84
11. Total Deductions (11) 13,170.40
12. Net Value of Tax Return (12) 17,044.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 17,044.22
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, l and/or `-1-0 will
reflect figures that include the total of all returns assessed 5i)cjdate. -^ 7171
T
ASSESSMENT OF TAX:
r-r'' ut1FF
15. Amount of Line 14 at spousal rate (15) •00 X � :V
16. Amount of Line 14 taxable at lineal rate (16) 17.n44-99 X 76 i
17. Amount of Line 14 at sibling rate (17) DO X dfl�
18. Amount of Line 14 taxable at collateral rate (18) .00 X5,
19. Principal Tax Due �9�'P h (
TAX CREDITS:
17 ' v'O(.?
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID (:Y�
DATE NUMBER INTEREST/PEN PAID (-)
08-02-2013 CDO17976 38.35 11000.00
TOTAL TAX PAYMENT 1,038.35
BALANCE OF TAX DUE 271 .36CR
INTEREST AND PEN. .00
TOTAL DUE 271 .36CR
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. �\