HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX , - pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE + DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX __
REV-1547 EX ARP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF CALKINS DOROTHEA L
DATE OF DEATH 08-18-2013
FILE NUMBER 21 13-0942
COUNTY CUMBERLAND
CALKINS III HIRAM B
2151 CANTERBURY DR ACN APPEAL DATE: 09-12-2014
MECHANICSBURG PA 17055-5769 (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --__ 1 RETAIN LOWER PORTION FOR YOUR RECORDS 4—REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALKINS DOROTHEA LFILE NO. :21 13-0942 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) 83,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 73,221 .70
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) . 00
B. Total Assets (8) 156.221 .70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 6 .867.34
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 . 133.25
11. Total Deductions (11) 16,000.59
12. Net Value of Tax Return (12) 140,221 . 11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 140,221 . 11
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) 140 .971 . 11 X 00445 = ^6?,309.94
17. Amount of Line 14 at sibling rate (17) - 00 Xr--� %_ _jai
18. Amount of Line 14 taxable at collateral rate (18) . 00 X Jx
19. Principal Tax Due $)=) f-6 30 B,;4q=
G-
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-06-2013 CDO18496 .00 10,300. 000
CD r
TOTAL TAX PAYMENT 10,300 . 00
BALANCE OF TAX DUE 3,990.06CR
INTEREST AND PEN. .00
TOTAL DUE 3,990.06CR
> 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. \vy�•l