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 07-21-2014
ESTATE OF DAUBERMAN BERNICE V
DATE OF DEATH 12-23-2013
FILE NUMBER 21 14-0236
$OGAR JAMES D COUNTY CUMBERLAND
1 W MAIN ST ACN APPEAL DATE: 09-19-2014
SHIREMANSTOWN PA 17011-6327 (See reverse side underObjecdons)
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 f--
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAUBERMAN BERNICE VFILE NO. :21 14-0236 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: (}O 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) 100 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/Mist. Personal Property (Schedule E) (5) 1,675.92
6. Jointly Owned Property (Schedule F) (6) 26,577.65
7. Transfers (Schedule G) (7} .00
8. Total Assets (8) 28.253.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 11 ,536.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 11.536.53
12. Net Value of Tax Return (12) 16,717.04
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) 1 .000.00
14. Net Value of Estate Subject to Tax (14) 15,717.04
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) 1 6,71 7.n4 X 045 = 707.27
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
14. Principal Tax Due &")= c707.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT i-
AMOUNT PAID M
DATE NUMBER INTEREST/PEN PAID (-) DD
03-14-2014 CDO18888 35.36 671 .91r
oc-
N 6 n
TOTAL TAX PAYMENT kz,707.27l
BALANCE OF TAX DUE •00
INTEREST AND PEN. .00
TOTAL DUE .00
X IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 1 i
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.