HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX [ � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX - DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PD BOX 2BB601
RECORDED OFFICE OF
HARRISBURG 01 17128-0601
REGISTER OF WILLAATE 09-09-2014
ESTATE OF FREELAND AGNES L
2014 SEP 9 PM 3 g9TE OF DEATH 08-06-2013
F LE NUMBER 21 13-0878
CLEF•;\ OF COUNTY CUMBERLAND
CRAWFORD MA
310 E MARBLE ST ESTHER ORPHANS CCURT ACN APPEAL DATE: 11-08-2014
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MECHANICSBURG PA 1709A11��)4a&E$LAt'D CO., PA (See reverse side under Objections)
Amount Remitted —�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FREELAND AGNES LFILE NO. :21 13-0878 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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) 311,213.56 credit to your account,
OD 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 23,508.74
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
S. Total Assets (8) 334 .722.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,452.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 .299.25
11. Total Deductions (11) 17,751 .75
12. Net Value of Tax Return (12) 316,970.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 316,970.55
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) - DD X 045 = .00
17. Amount of Line 14 at sibling rate (17) - 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 316,970 .55 X 15 = 47,545.58
19. Principal Tax Due (19)= 47,545.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-02-2014 CD019io3 .00 863.55
INTEREST IS CHARGED THROUGH 09-24-2014 TOTAL TAX PAYMENT 863.55
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 46,682.03
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 539.74
TOTAL DUE 47,221 .77
x 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.