HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - -- REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 1712E-0601
DATE 09-09-2014
ESTATE OF DEAN GLADYS P
DATE OF DEATH 06-02-2013
FILE NUMBER 21 13-0650
COUNTY CUMBERLAND
WALTERS III MURREL ACN 101
54 E MAIN ST APPEAL DATE: 11-08-2014
MECHANICSBURG PA 17055-3851 (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 4
REV 1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEAN GLADYS PFILE NO. :21 13-0650 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 142,661 .87 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 82,924.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 45,423.34
8. Total Assets (8) 271 ,009.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,862.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16.608.38
11. Total Deductions (11] 50,470.39
12. Net Value of Tax Return (12) 220,539.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 220 ,539.50
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) 970 .539.5.0 X 045 = 9,924.28
17. Amount of Line 14 at sibling rate (17) -0n X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 9,924.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-20-2013 CDO18039 496.21 10,000 . 00
TOTAL TAX PAYMENT 10,496.21
BALANCE OF TAX DUE 571 .93CR
INTEREST AND PEN. .00
TOTAL DUE 571 .93CR
v IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.