HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX . pennsylvania
APP /L1SM,ENT "iA`L' ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ltiEl'11IC.710N '�A ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ti� {„VIII CCC - REV-1547 EX AFP (88-13)
PO BOX 280601
HARRISBURG PA 17128-0601
2[,Ili AUG f ' PH 3: So DATE 08-11-2014
ESTATE OF TROUTMAN PAMELA S
DATE OF DEATH 07-14-2013
FILE NUMBER 21 13-0869
ORPHANS LOUR COUNTY CUMBERLAND
MICHETTI JR JOSEPH CUMBERLAND CO_ PA ACN 101
921 W MARKET ST APPEAL DATE: 10-10-2014
TREVORTON PA 17881-1416 (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 F
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TROUTMAN PAMELA SFILE NO. :21 13-0869 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 186,000 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 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) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15, 194.79
6. Jointly Owned Property (Schedule F) (6) 2,075.97
7. Transfers (Schedule G) (7) 79,555.23
B. Total Assets (e) 282,825.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,977.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 156,263.61
11. Total Deductions (11) 170,249.75
12. Net Value of Tax Return (12) 112,585.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 112,585.24
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) 73.RA6-61 X 045 = 3,323.99
17. Amount of Line 14 at sibling rate C17) 38.718.83 X 12 = 4,646.26
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,970.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-09-2014 CDO19007 . 00 7,970.25
TOTAL TAX PAYMENT 7,970.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. . DO
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.