HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX pennsylvania
APP�{� EMENT,.( � LuOVy�N}!CE OR DISALLOWANCE q ��'i DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES P'ifD [fliC'TS'ON§AN�IASSESSMENT OF TAX LrB�
INHERITANCE TAX DIVISION 0 r_.+ O,_ �1 REV-1547 IX AFP (08-13)
PO BOX 280601 rIC J�v (. < y,•J
HARRISBURG PA 17128-0601
L014 AUG I I PM 3: DATE 08-11-2014
ESTATE OF FENCIL MIRIAM E
DATE OF DEATH 06-29-2013
FILE NUMBER 21 13-0790
ORPHANS COURT COUNTY CUMBERLAND
CHEREWKA ESQ MICHAEL
CUMBERLAND CO.. PA ACN 101
624 N FRONT ST APPEAL DATE: 10-10-2014
LEMOYNE PA 17043-1022 (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--4--
REV 11547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FENCIL MIRIAM EFILE NO. :21 13-0790 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) 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) 989.56 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) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 6,135.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 237,573.56
8. Total Assets (e) 244,698.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 8,524.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,023.66
11. Total Deductions C1l) 18,548.65
12. Net Value of Tax Return (12) 226,149.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 226,149.79
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) 774.149-79 X 045 = 10, 176.74
17. Amount of Line 14 at sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (I8) .00 X 15 .00
19. Principal Tax Due (19)` 10, 176.74
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-26-2014 CDO18944 .00 9,712.53
INTEREST IS CHARGED THROUGH 08-26-2014 TOTAL TAX PAYMENT 9,712.53
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 464.21
REVERSE SIDE OF THIS FORM JINTEREST AND PEN. 5.71
TOTAL DUE 469.92
w 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.