HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��,7N`T� DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1541 IX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF BOSSLER AUDREY
DATE OF DEATH 06-23-2013
FILE NUMBER 21 13-0739
COUNTY CUMBERLAND
ESQUIRE MICHAEL C ACN 101
624 N FRONT ST APPEAL DATE: 09-12-2014
WORMLEYSBURG PA 17043-1022 (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 (OB-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BDSSLER AUDREY FILE NO. :21 13-0739 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 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 portio,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 173,942.62
6. Jointly Owned Property (Schedule F) (6) 85,727.35
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 259.669.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30 ,801 .32
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.256.84
11. Total Deductions (11) 40,058. 16
12. Net Value of Tax Return (12) 219,611.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 219,611 .81
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) 96,229.35 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 123.AR?-4A X W _ "5,:552.21
17. Amount of Line 14 at sibling rate (17) no X qcl- - • B
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 11m5
19. Principal Tax Due -(IJ 27,
TAX CREDITS: - ,
:371 r-
PAYMENT RECEIPT DISCOUNT C+) __
AMOUNT PAID C � 0
DATE NUMBER INTEREST/PEN PAID (-J
02-28-2014 CDO18835 .00 5,552.21
1-r1
TOTAL TAX PAYMENT 5,552.21
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.