HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX 17
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jAP12AIS ,4 �{T ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES rf-"-' OF--':D E~pU fT S AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION H�C . �`:.; 7 '�!,r J REV-1547 EX AFP (08-13)
PO BOX 280601 H �Al,,
HARRISBURG PA 17128-0601
Zvi i AUG 1 ( PM 3t 51 DATE 08-11-2014
ESTATE OF FARNERMCKILLIP GERTRUDE R
DATE OF DEATH 07-26-2013
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GRPHAM COURT FILE NUMBER 21 13-0886
HUNTER ESQ suQW WBERLQNG GO., PA COUNTY CUMBERLAND
ACN 101
STE 516 APPEAL DATE: 10-10-2014
985 OLD EAGLE SCHOOL (See reverse side under Objections)
WAYNE PA 19087-1712 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 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FARNERMCKILLIP GERTRUDE RFILE NO. :21 13-0886 ACM: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B7 (2) . 00 credit to your account,
.
3. 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) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 258,477. 00
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 141 ,544.00
8. Total Assets (8) 400 .021 . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,758.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 197.00
11. Total Deductions (11) 35,955. 00
12. Net Value of Tax Return (12) 364,066.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 364,066.00
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 364.n66- nn X 045 = 16,383.00
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)= 16,383.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-24-2013 CDO18329 736.84 14,000.90
03-31-2014 CDO18973 .00 1,646.00
08-04-2014 SBADJUST .00 . 16
TOTAL TAX PAYMENT 16,383.00
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.