HomeMy WebLinkAbout08-11-14 'NOTICE OF�1.IN{{E[I-TANCE TAX pennsylvania
APPRA15�iIlLrli�i;�AL'LQ4�PfNG.ff OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF D�DU Y, ,NS;AND, (^($SESSMENT OF TAX __-'
INHERITANCE TAX DIVISION '.j l_�`) L•S ,- p4ly - - REV-1547 EX AFP (OB-13)
PO BOX 280601 V
HARRISBURG PA 17128-0601
2R14 AUG I I Pr'i 3:62E 08-11-2014
ESTATE OF BUDA LUCILLE L
DATE OF DEATH 07-15-2013
'-
ORPhAN S COURTFILE NUMBER 21 13-1037
BUDA RONALD s CUMBERLAND CO.. FWUNTY CUMBERLAND
ACN 101
443 HUMMEL AVE APPEAL DATE: 10-10-2014
LEMOYNE PA 17043-1955 (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 --I- 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: BUDA LUCILLE LFILE NO. :21 13-1037 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) 77,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 5,528.00
6. Jointly Owned Property (Schedule F) (6) 617.00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 83,145.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 7,296.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 29,590.02
11. Total Deductions (1 1) 36,886.02
12. Net Value of Tax Return (12) 46,258.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate SUbiect to Tax (14) 46,258.98
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) 44.2rR .9R X 045 = 2,081 .65
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)= 2,081.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST%PEN PAID (-)
03-24-2014 C0018956 .00 2,081 .65
TOTAL TAX PAYMENT 2,081 .65
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.