HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAXI J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ..i '' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP <08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-04-2014
ESTATE OF BELL ANN M
DATE OF DEATH 02-28-2013
FILE NUMBER 21 13-0271
COUNTY CUMBERLAND
BELL DAVID i ACN 101
430 ALLENDALE WAY APPEAL DATE: 10-03-2014
CAMP HILL PA 17011-8409 (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: BELL ANN MFILE NO. :21 13-0271 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( J() CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
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 portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .OD,. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .O%-.3
7. Transfers (Schedule G) (7) '01�J{J
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) • 0 "-C
��x-
13. Total Deductions -
12. Net Value of Tax Return (112)-i • a
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) �� ��•A"D
14. Net Value of Estate Subject to Tax (14) 4-65,499 1'4
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) GnR.&q() 19 X 045 = 18,247.46
17. Amount of Line 14 at sibling rate (17) .nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate CIS) .00 X 15 = .00
19. Principal Tax Due C19)= 18,247.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-02-2013 CDO18463 .00 15,900.00
04-01-2014 CDO18962 .00 2,347.46
05-20-2014 CDO19190 29.09- 29.09
TOTAL TAX PAYMENT 18,247.46
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. 4
REV-14I0 Ex(91-10{
fll' i
ennS lvania INHERITANCE TAX
P Y EXPLANATION SSN
DEPARTMENT OF REVENUE OF CHANGES DLN 140852-03
BUREAU OF INDIVIDUAL TAXES
PO Box 280661
HARRaBVA�01
DECEDENT'S NAME FILE NUMBER
Ann M Bell 2113-4271
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE No. EXPLANATION OF CHANGES _
E 1-7 These items were duplications of items reported on the original return and appraised on
05/05/2014.
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