HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX ! ' pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ..` DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - -- REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF NEGLEY ANNE B
DATE OF DEATH 12-19-2013
FILE NUMBER 21 14-0026
CONFAIR SUSAN H COUNTY CUMBERLAND
ACN 101
2331 MARKET ST APPEAL DATE: 11-21-2014
CAMP HILL PA 17011-4642 (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 F
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEGLEY ANNE BFILE NO. :21 14-0026 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: C 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 B) (2) 3,606.63 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 23,524.64
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 288,234.82
8. Total Assets (8) 315,366.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 .919.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 11168.05
11. Total Deductions (11) 13,087.84
12. Net Value of Tax Return (12) 302,278.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax (14) 302,278.25
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 )600 .00
16. Amount of Line 14 taxable at lineal rate (16) ;n2-27R-?F 045 = --13,$71,$11 552
17. Amount of Line 14 at sibling rate (17) -nn 1Z) _ *' ) _ C>00
18. Amount of Line 14 taxable at collateral rate (18) .00 XTI 1-� - _7J L7 /io as
19. Principal Tax Due
TAX CREDITS: ?'' (n ;�
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
—
03-12-2014 CDO18877 680.01 12,920:23 L; n
05-15-2014 CDO19165 .00 2-.30L�
r
�+ C.tT C!) O
N ':7
TOTAL TAX PAYMENT 13,602.54
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. . 00
TOTAL DUE .02CR
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.