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
PO BOX 280601 REV-1547 Ex AFP COB-13)
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF SLOAN ESTHER M
DATE OF DEATH 08-17-2013
FILE NUMBER 21 13-0964
MYERS SHARON E COUNTY CUMBERLAND
ACN 101
135 N GOERGE ST APPEAL DATE: 09-19-2014
YORK PA 17401 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SLOAN ESTHER MFILE NO. :21 13-0964 ACN: 101 DATE: 07-21-2014
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,
S. 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 22,495. 13
6. Jointly Owned Property (Schedule F) (6) • 00
7. Transfers (Schedule G) (7) 148,127.41
8. Total Assets (8) 170,622.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7.020.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 7,020.70
12. Not Value of Tax Return (12) 163,601.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00
14. Net Value of Estate Subject to Tax (14) 163,601 .84
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 163.6n1 .R4 X 045 = 7,342.08
17. Amount of Line 14 at sibling rate (17) -nn X 12 c' .00 )�
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15
19. Principal Tax Due (19_ TI;. 7, 62 08i�1
TAX CREDITS: - �
PAYMENT RECEIPT DISCOUNT (+) AMOUNT
PAID b) e 'T'j (--
DATE NUMBER INTEREST/PEN PAID (-)
11-06-2013 CD018374 315.79 6,000.00 ��''
03-12-2014 CDO18885 .00 1,046.29 _ y N' C>
ce '"
TOTAL TAX PAYMENT 7,362.08
BALANCE OF TAX DUE1 ,00
INTEREST AND PEN. .00
TOTAL DUE . 00
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.