HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-04-2014
ESTATE OF HASTINGS JOAN L
DATE OF DEATH 04-18-2013
FILE NUMBER 21 13-0629
COUNTY CUMBERLAND
MULLAUGH ELIZABETHP ACN 101
100 PINE STREET APPEAL DATE: 10-03-2014
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108 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 COS-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HASTINGS JOAN LFILE NO. :21 13-0629 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 622,336.00 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) 91 ,492.0(h tax payment.
S. Cash/Hank Deposits/Misc. Personal Property (Schedule E) (5) •O�0 " 70
6. Jointly Owned Property (Schedule F) (6) 46,525.06357_J:3 C_ y_j C_)
229,808.OOA�1-` - U' =
7. Transfers (Schedule G) (7) 1,
B. Total Assets (IF>,ozi 1 .9WO.1641300:
APPROVED DEDUCTIONS AND EXEMPTIONS: C!<i' -q (7- %
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 51 ,783.007 C
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,795.0 p`ri
11. Total Deductions (1 L) ,578.O19T
12. Not Value of Tax Return (12) 1,936,583.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Not Value of Estate Subject to Tax (14) 1,936,583.00
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) 12,127.00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .909. IR6- nn x 045 = 85,598.00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 22,271 .00 X 15 = 3,340.65
19. Principal Tax Due (19)= 88,938.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-16-2014 CDO18667 .00 85,000.00
02-18-2014 CDO18784 .00 3,271 .00
INTEREST IS CHARGED THROUGH 08-19-2014 TOTAL TAX PAYMENT 88,271 .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 667.65
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 19.97
TOTAL DUE 687.62
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.
REV-1d10 EX(O1-}O) f
penn$ytvania INHERITANCE 'TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Joan L. Hastings 2113-0629
REVIEWED BY ACN
Colton Moyer 101
SCHEDULE NO EXPLANATION OF CHANGES
The tax rate for the sister-in-law is the collateral rate at ISO/o.
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