HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 9 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (08-13)
PO BOX 280601 ' '' RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS DATE 09-09-2014
2014 SEP 9 ESTATE OF ACKROYD SALLY L
Pn 3 Ol DATE OF DEATH 12-14-2013
FILE NUMBER 21 14-0152
CLE",, OF COUNTY CUMBERLAND
JACKSON ESQ AARONQR"Ah'S' COURT ACM 101
STE 500 CUM CUMBERLAND CO A� APPEAL DATE: 11-08-2014
409 N 2ND ST (See reverse side under Objections)
HARRISBURG PA 17101-1357 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
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ACKROYD SALLY LFILE NO. :21 14-0152 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 190,330 .02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 190 .330.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9 .453.54
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 14,324.32
11. Total Deductions (11) 23,777.86
12. Net Value of Tax Return (12) 166,552. 16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 166,552. 16
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (16) I44 .�;52. 14 X 045 = 7,494.85
17. Amount of Line 14 at sibling rate C17) - n0 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due (19)= 7,494.85
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-13-2014 CDO18881 368.42 7,000.00
05-01-2014 CDO19094 . 00 126.43
TOTAL TAX PAYMENT 7,494.85
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.