HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS T OF TAX DEPARTMENT OF REVENUE
AND ASSESSMEN
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PD BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF TONER MARTHA L
DATE OF DEATH 02-19-2013
FILE NUMBER 21 13-0256
COUNTY CUMBERLAND
GRIFFIE BRADLEY L
ACN 101
200 N HANOVER ST APPEAL DATE: 11-21-2014
CARLISLE PA 17013-2423 (See reverse side under Objections)
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 4—REV-1547 EX AFP C08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TONER MARTHA LFILE NO. :21 13-0256 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 161 ,200. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.
S. 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,650. 16
6. Jointly Owned Property (Schedule F) (6) 3,820.92
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 171 .671 .08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.763. 04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 44.503. 17
11. Total Deductions C11) 60,266.21
12. Net Value of Tax Return (12) 111 ,404.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 111 ,404.87
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 data.,,
ASSESSMENT OF TAX: n a
15. Amount of Line 14 at spousal rate (15) .00 08 FtT 00
16. Amount of Line 14 taxable at lineal rate (16) ) 1 ) .6n6.87 (�Q$Tj = V)5,r,
17. Amount of Line 14 at sibling rate (17) - On fTi11 C=i Co :�q 00
18. Amount of Line 14 taxable at collateral rate (18) .00 p(-7) 11!� (r.-- 0
19. Principal Tax Due 5�-p 1T.22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-] AMOUNT PAID
IT)
} C19 Cn O
CZ) _n
INTEREST IS CHARGED THROUGH 10-07-2014 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,013.22
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 132.37
TOTAL DUE 5,145.59
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.
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