HomeMy WebLinkAbout07-28-14 NOTICE OF INHERITANCE TAX ZU
pennsylvani_
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Y
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE`
PO BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-28-2014
ESTATE OF BOLEN TAYLOR J
DATE OF DEATH 06-30-2012
FILE NUMBER 21 12-0774
FIELDS LESLIE M COUNTY CUMBERLAND
831 MARKET ST ACN 101
APPEAL DATE: 09-26-2014
PO BOX 222 (See reverse side under Objections)
LEMOYNE PA 17043-0222
Amount Remitted
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 (—
REV-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOLEN TAYLOR JFILE NO. :21 12-0774 ACN: 101 DATE: 07-28-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1).00 NOTE: To
ensure proper
( ��00 it t to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (33)) submit-SOD submit th¢ upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)-��390,000.00 tax payment.
6. Jointly Owned Property (Schedule F) 00
(6) .
7. Transfers (Schedule G) 00
8. Total Assets 7) 00
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) _ 390,000.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1-39,595.37
30. Debts/Mortgage Liabilities/Liens (Schedule I)
(lo) 00
11. Total Deductions
12. Net Value of Tax Return (11) 139,595.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule A C12) 250,404.63
14. Net Value of Estate Subject to Tax (13) 00
C14) 250,404.63
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) 250,404. 63 x DO C-)=_
C-)= o
16. Amount of Line 14 taxable at lineal rate X .00
(16) nn -r-' .�
17. Amount of Line 14 at sibling rate 04 � -
19. Amount of Line 14 taxable at collateral rate C17) nn x 12 =.;:'
(18) 00 X .`-0
.
19. Principal Tax Due ^�
TAX CREDITS: (l c SO :.ODi=-;
PAYMENT RECEIPT OC yC -'-•DISCOUNT (+)(+) (:)-+" Z'm' �t .�
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID � -'�` _-. T
J� Ln,1
iL� T7
TOTAL TAX PAYMENT .00
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.