HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APP gISEMEt+T�{ p 'LOWANCE OR DISALLOWANCE yE►��jl DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r %Ip }yUGY'I f AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION S-�`1 �' (,+ REV-1547 EX AFP WH-13)
Po BOX 280601 RCC1jJ(E^S 4�
HARRISBURG PA 17128-0601
2814 AUG I I PM 3) 52 DATE 08-11-2014
ESTATE OF MAFFETT DOROTHY
DATE OF DEATH 12-14-2013
„�_. . FILE NUMBER 21 13-1327
H N6 COURT COUNTY CUMBERLAND
MORRISON MARJO
4 CAVAN XING Ct1t�BERLAND Co., PA ACN 101
APPEAL DATE: 10-10-2014
ENOLA PA 17025-1841 (See reverse side under Objections)
Amount Remitted—y�
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—
R£Y-1547 EX AFP t08--13} NOTICE 4F INN£RiTANCE TAX APPRAT5EMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MAFFETT DOROTHY FILE NO. :21 13-1327 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 $) (2)
00 credit to your account,
00 submit the upper Portion
3. Closely Held Stock/Partnership Interest (Sehatlu3e 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) 91 ,832.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 64,193.22
B. Total Assets (B) 156,026..18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 4,781,58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,012.99
11. Total Deductions (11) 7,794,57
12. Net Value of Tax Return (12) 148,231 .61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub)ect to Tax (14) 148,231 .61
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 OD = .00
16. Amount of Line 14 taxable at lineal rate (16) 135.39?-47 X 045 = 6,092.68
17. Amount of Line 14 at sibling rate (17) . 00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) 12,838.64 X 15 1,925.80
19. Principal Tax Due (19)= 8,018.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-1D-2014 CDO18998 .00 8,018.4
TOTAL TAX PAYMENT 8,018.48
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.