HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX r T pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX ARP (08-13)
PO BOX 200601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF ATE 09-09-2014
REGISTER OF WILLS '9�STATE OF BROUGH CYNTHIA L
DATE OF DEATH 08-07-2013
2019 SEP 9 PM 3 00 FILE NUMBER 21 13-0897
COUNTY CUMBERLAND
SHADE ESQUI WAYNE F
ACN
53 W POMFRET ST nnpp pp{C.�LENN��{j;� OF APPEAL DATE: 11-08-2014
CARLISLE PA 1791.3':W' COURT (See reverse side under Objections)
CUMBERLAND C�., PA Amount Remitted I -- I
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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BROUGH CYNTHIA LFILE NO. :21 13-0897 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) 249,900. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 250,724. 11 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 1 . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 805.87 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 176,999. 03
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 678.430. 01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 71 .800.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.816. 05
11. Total Deductions (11) 77,616.90
12. Net Value of Tax Return (12) 600,813. 11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 523,442.24
14. Net Value of Estate Subject to Tax (14) 77,370.87
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) 10. 166. nn X 045 = 457.38
17. Amount of Line 14 at sibling rate (17) -nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) 67,206.87 X 15 = 10,081 . 03
19. Principal Tax Due (19)= 10,538.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-10-2014 CDO19001 .00 10,538.41
TOTAL TAX PAYMENT 10,538.41
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE .DO
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.