HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX _J_ pennsyLvania
APPRAIS_EMENT, ALLOWANCE OR DISALLOWANCE '
BUREAU OF INDIVIDUAL TAXES fl T(i� ibl�?�'�j�NS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION r �, c�'-'---� ='� X17. REV-1547 a AFP (08-13)
PO BOX 280601 Q r'''
HARRISBURG PA 17128-0601 I��U�J�� .l- "�O tS
,y. DATE 08-11-2014
'201 i AUG I I PM 3: 51 ESTATE OF QUIGLEY BEATRICE R
DATE OF DEATH 08-03-2013
✓� Ci FILE NUMBER 21 13-0887
ANDES ,�,�� H� �,P�S (OUR( COUNTY CUMBERLAND
U39 CO., PA ACN 101
525 N 12TH ST APPEAL DATE: 10-10-2014
LEMOYNE PA 17043-1245 (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 +-
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REV-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: QUIGLEY BEATRICE RFILE NO. :21 13-0887 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 110,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSChetlule 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) 14,330.36
6. Jointly Owned Property (Schedule F) (6) 46,040.76
7. Transfers CSchedule G) (7) .00
B. Total Assets (8) 170 ,371 . 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 36,429.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 758.90
11. Total Deductions (11) 37, 187.96
12. Net Value of Tax Return (12) 133,183. 16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 133,183. 16
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) 133, 18316 X 045 = 5,993.24
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)= 5,993.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-13-2013 CDO18141 299.66 6,500.00
TOTAL TAX PAYMENT 6,799.66
BALANCE OF TAX DUE 806.42CR
INTEREST AND PEN. .00
TOTAL DUE 806.42CR
+ 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.