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HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX - Pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INnlvinuAL Taxes OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP COO-15) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 09-22-2014 ESTATE OF CLIFFORD MARY B DATE OF DEATH 09-08-2005 FILE NUMBER 21 05-0827 COUNTY CUMBERLAND SNELBAKER ESQ RICHARD C ACN 101 44 W MAIN ST APPEAL DATE: 11-21-2014 MECHANICSBURG PA 17055-6249 (See reverse side underObjecdons) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -0, 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: CLIFFORD MARY BFILE NO. :21 05-0827 ACN: 101 DATE: 09-22-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 02 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, . 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portior of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment. 5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 727.61 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) •00 B. Total Assets (8) 727.61 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 15.00 12. Net Value of Tax Return (12) 712.61 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 315,232.39 n NOTE: If an assessment was issued previously, Lines 14, 15, 16, 1718 and/0]r= 19;-)0Al reflect figures that include the total of all returns assess(PA dat rn) c� o ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) .007 Cz C] -O 00 16. Amount of Line 14 taxable at lineal rate (16) A15-232-39 r14 46 17. Amount of Line 14 at sibling rate (17) -nn X^ 1-2 _ 0 18. Amount of Line 14 taxable at collateral rate (18) .00 15 CS -TI. 00 19. Principal Tax Due �� �C39T= _:J_ . �^,S�.g.e�- 14 TAX CREDITS: "_'_J r rn PAYMENT RECEIPT DISCOUNT (+) f DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID O CP ■ SUMMARY OF ALL 06 PAYMENTS *■ 05-15-2014 605.26 . 00 11.41- 13,591 .61 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-16-2014 TOTAL TAX PAYMENT 14,185.46 BALANCE OF TAX DUE .00 INTEREST AND PEN. 8.31 TOTAL DUE 8.31 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.