HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION • REV-1547 EX AFT (08-13)
PO BOX 280601 `
HARRISBURG PA 17128-0601
RECORDED OFFICETE 09-09-2014
REGISTER OF OFFICE TATE OF DONOHOE ELIZABETH M
711 SATE OF DEATH 08-12-2013
2014 SEP 9
FILE NUMBER 21 13-0913
PM 3 8@JHTY CUMBERLAND
DINNER ESQ SCOTT M ACN 101
3117 CHESTNUT ST CLERK OF APPEAL DATE: 11-08-2014
CAMP HILL PA 1701104RIgANS, COURT (See reverse side under Objections)
CUMBERLAND ( p R�mount Remitted
AKE 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 l--�
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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: DONOHOE ELIZABETH MFILE NO. :21 13-0913 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) 119,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 820.80 credit to your account,
.
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 31 ,442.05
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 120,073.56
8. Total Assets (8) 271 .836.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32. 117.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,704.79
11. Total Deductions (11) 35,822.29
12. Net Value of Tax Return (12) 236,014. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 236,014. 12
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) 2'iA-014- 19 X 045 = 10,620.64
17. Amount of Line 14 at sibling rate (17) - n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 10,620.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-26-2014 CDO19078 .00 10,620.64
TOTAL TAX PAYMENT 10,620 .64
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE . 00
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.