HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE `�.1 DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF SALISBURY LYDIA A
DATE OF DEATH 02-28-2013
FILE NUMBER 21 13-0299
COUNTY CUMBERLAND
DOUGLAS III ESQGEDRGE F
ACN 101
354 ALEXANDER SPRING RD APPEAL DATE: 11-21-2014
CARLISLE PA 17015-7451 (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 1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS H
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SALISBURY LYDIA AFILE NO. :21 13-0299 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) 74,305. 11 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (37 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) 520,929.42
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 708,786.72
8. Total Assets (8) 1 .304 .021 .25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,300.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.727. 03
11. Total Deductions (11) 18,027.51
12. Net Value of Tax Return C12) 1 ,285,993.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) . 00
14. Net Value of Estate Subject to Tax (14) 1 ,285,993.74
N
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17C,) 18 and/.a- 19 -Vil
reflect figures that include the total of all returns assess( 6o date m I
4d c-3
ASSESSMENT OF TAX: - 70 C 0 _) o
15. Amount of Line 14 at spousal rate (15) .00 Fly
1 9. 00
16. Amount of Line 14 taxable at lineal rate (16) 1 .9RF.993-74 �X� 04g fV 57i.86CA.72
17. Amount of Line 14 at sibling rate (17) .00 7X- 12 00
l-
18. Amount of Line 14 taxable at collateral rake (18) .00 J 1z5 - '-
19. Principal Tax Due ,.) ��}95� X57 r8 .72
TAX CREDITS: (-_ rT1
PAYMENT RECEIPT DISCOUNT (+) -•� ~ F-
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID •;0 CA O
05-23-2014 CDO19200 835.05- 58,704.77
09-15-2014 SBADJUST .00 . 13
TOTAL TAX PAYMENT 57,869.72
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. \V"`1......