HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX "' pennsylvani=
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE I[i*\i\if DEPARTMENT OF REVENUE`
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX APP (08-13)
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF BARNES BETTY C
DATE OF DEATH 09-05-2013
FILE NUMBER 21 13-1008
COUNTY 21CUMBERLAND
RHOADS ANN E ACN 101
244 W MAIN ST APPEAL DATE: 10-31-2014
HUMMELSTOWN PA 17036-1422 (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 - --0, RETAIN LOWER PORTION FOR YOUR RECORDS 4-- _
REV 1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARNES BETTY CFILE NO. :21 13-1008 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CI) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) . 00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper partior
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,136.39
6. Jointly Owned Property (Schedule F) C6) 4,673.09
7. Transfers (Schedule G) (7) 93,090. 17
8. Total Assets (a) _ 102.899.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) 1 .141 .48
11. Total Deductions (11) 51083.98
12. Net Value of Tax Return (12) 97,815.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 97,815.67
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: ry
15. Amount of Line 14 at spousal rate C15) .00 X OOn= o '�
16. Amount of Line 14 taxable at lineal rate (I6) 97.81F. F7 X 04k-C> 4-x+401 In
17. Amount of Line 14 at sibling rate C17) . OD X 12rn='O C7 Cl-_ .X039 j
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15�)=�'t ra }
19. Principal Tax Due (1v)=� rT1
TAX CREDITS: nmn C: 'c 4 01 Flo
FA Y M ENT RECEIPT DISCOUNT (+) n G? --D m T `
ZBALANCEOF D C) -I.
DATE NUMBER INTEREST/PEN PAID C-J < <_ .:- A
10-23-2013 CD018307 200. 00 0. 00 = %' H"' r- rIt '
04-23-2014 CDO19057 .DO 1 .71 - : --i r- i
U)
W
YMENT Cl)4,401 .71
X DUE . 00 PEN. .00 E . 00
> IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE `v
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,�