HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128.0601
DATE 08-11-2014
ESTATE OF DOWNS MARGUERIT M
DATE OF DEATH 08-02-2013
FILE NUMBER 21 13-0988
COUNTY CUMBERLAND
GROUP LLC ARTELL L ACN 101
4098 DERRY ST APPEAL DATE: 10-10-2014
HARRISBURG PA 17111 (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 H
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DOWNS MARGUERIT MFILE NO. :21 13-0988 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 457,345.60 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) •08 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 26,296.04
S. Total Assets (8) 483.641 .64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 20 .001 .61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 .124.76
11. Total Deductions (11) 30, 126.36
12. Net Value of Tax Return (12) 453,515.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 68,027.29
14. Net Value of Estate Sub.lect to Tax (14) 385,487.99
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) - nn X 040 • Dg
17. Amount of Line 14 at sibling rate (17) on X 12 =1-)
QJ
18. Amount of Line 14 taxable at collateral rate (38) 385,487.99 x 15 7-C- 57�SZ>
19. Principal Tax Due (1I
57n.823 2a`T'
TAX CREDITS: z
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) C
04-09-2014 CDO19005 .00 54,593.98 n
06-30-2014 CDO19364 15.35- 3,244.57
08-04-2014 SBADJUST .00 •27 W T
TOTAL TAX PAYMENT 57,823.20
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.
REV-1470 Ex(01-10)
71 t pennsylvarna INHERITANCE TAX
a
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
I
DECEDENT'S NAME FILE NUMBER
Marguerite M. Downs 2113-0988
REVIEWED BY ACN
Joseph - Agent #94 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 1 The item was separately billed to the surviving joint owner.
G 1 Change per correspondence.
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