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HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX rxI W pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP COB-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 08-18-2014 ESTATE OF ADAMS BETTY L DATE OF DEATH 01-10-2014 FILE NUMBER 21 14-0065 COUNTY CUMBERLAND GRIFFIE BRADLEY L ACN 101 200 N HANOVER ST APPEAL DATE: 10-17-2014 CARLISLE PA 17013-2423 (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 1-- REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ADAMS BETTY LFILE NO. :21 14-0065 ACN: 101 DATE: 08-18-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 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 B) (2) . 00 credit to your account, 00 submit the upper portion 3. Closely Held Stack/Partnership Interest (Schedule C) C37 . 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) 1 ,771 .00 6. Jointly Owned Property (Schedule F) (6) 775.26 7. Transfers (Schedule G) (7) .00 S. Total Assets (8) 2.546.28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.771 .67 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 49,074.62 11. Total Deductions (11) 51,846.29 12. Net Value of Tax Return (12) 49,300. 01- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 49,300.01- 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 C16) - RD X 045 = ^:' .00 17. Amount of Line 14 at sibling rate (17) on X 18. Amount of Line 14 taxable at collateral rate (18) . 00 X aF (219'7 G� 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) _ AMOUNT PAID DATE NUMBER INTEREST/PEN PAID n fV C'o Q TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 v 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.