HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �EL�li�7" DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601.
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF KEET VIRGINIA L
DATE OF DEATH 09-09-2012
FILE NUMBER 21 12-1143
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 09-12-2014
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 -i RETAIN LOWER PORTION FOR YOUR RECORDS 4 —
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEET VIRGINIA LFILE N0. :21 12-1143 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) {1} 43,600.00 NOTE: To ensure proper
2, Stocks and Bonds (Schedule B) {2) 24,584. 13 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (8) . 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) 34,151.29
6. Jointly Owned Property (Schedule F) (6) 33'568'40
7. Transfers (Schedule G) (7) 6,474.06
8. Total Assets (8) 142,378,38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,986.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,087..52
ii. Total Deductions (11) 11 ,073.70
12, Net Value of Tax Return (12) 131,304.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 131 ,304.68
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (16) 131 .3D4. AR X 045 = e5„908.71
17. Amount of Line 14 at sibling rate (17) .00 X J O ' .'' 0-$s,
18. Amount of Line 14 taxable at collateral rate (18) ,00 X :TF t_ T) 1
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID {-}
12-06-2012 CDO16888 168.75 3,206.
�C ;
03-07-2014 CDO18859 .00 2,533.7f
rU
C.�
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-08-2014 TOTAL TAX PAYMENT 5,9D8.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. 56.30
TOTAL DUE V 56.30
+, IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUEL
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS. \l