HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX T T . pennsyLvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF KING TAMARA J
DATE OF DEATH 07-15-2013
FILE NUMBER 21 13-1070
COUNTY CUMBERLAND
SLIKE BRANDON E ACN 101
6171 HAYMARKET WAY APPEAL DATE: 10-17-2014
MECHANICSBURG PA 17050-5236 (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
REV-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KING TAMARA JFILE NO. :21 13-1070 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 155,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 28,366.76 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,678.47
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CS) 193,045.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.830.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 113.742.37
11. Total Deductions (11) 116,572.37
12. Net Value of Tax Return C12) 76,472.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 76,472.86
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) .DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 74.C,72 R4 X 045 = 3,441.28
17. Amount of Line 14 at sibling rate (17) 00 X 12 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 C .0- n
19. Principal Tax Due (19 Ti 3,A91.2�?tom
T
TAX CREDITS: _p?; -rQ
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID G C:) .}�
DATE NUMBER INTEREST/PEN PAID (J G Cr' r
04-15-2014 CDO19026 .00 3,441 .28 C-D c"
y CD
C]
TOTAL TAX PAYMENT 3,441.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER DATE INOTCATEO, 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. �v�./