HomeMy WebLinkAbout08-05-14 rrL NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ®ice►11�71f 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 OCONNOR DIANE F
DATE OF DEATH 01-02-2014
FILE NUMBER 21 14-0023
COUNTY CUMBERLAND
DELUCA ESQ ANTHONY L ACN 101
113 FRONT ST APPEAL DATE: 10-03-2014
PO BOX 358 (See reverse side under Objections)
BOILING SPRINGS PA 17007-0358 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OCONNOR DIANE FFILE No. :21 14-0023 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 263,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 999,626.59 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 174.918.03
6. Jointly Owned Property (Schedule F) (6) .00 C-) :Do
7. Transfers (SCh¢tlul¢ G) (7) '00 �
S'
8. Total Assets (8 ,^° - 1 .43544:-b2?
APPROVED DEDUCTIONS AND EXEMPTIONS:
ri n-
_)
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 58 ,304.77�tr,"' Cie
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6.273.71 r1 —0
11. Total Deductions (117�Cr+.
12. Net Value of Tax Return (12� -� 1 ,372;966J&4)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •DDT
14. Net Value of Estate Subject to Tax (14) 1 ,372,966. 14
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 .379.966- 14 X 045 = 61,783.48
17. Amount of Line 14 at sibling rate (17) .nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 61,783.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-25-2014 CDO18934 3,089.17 58,694.31
TOTAL TAX PAYMENT 61,783.48
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.