HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL. TAXES APOF DEDUCTIONS ALLOWANCE OR DISALLOWANCE DEPARTMENT nns f)FREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF WAX
PO BOX 280601 REV-1547 EX AFT (08-13)
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF BOYLES DORIS J
DATE OF DEATH 12-30-2013
FILE NUMBER 21 14-0084
HUGHES ESQ JAMES D COUNTY CUMBERLAND
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-_4-- _____ _
REV-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR - -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOYLES DORIS JFILE NO. :21 14-0084 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 B) (2) 5,168.98 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 88,010.73
6. Jointly Owned Property (Schedule F}
7. Transfers (Schedule G) C77 326,122.67
8. Total Assets (8) 419,302,38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,g02.7r
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 792 17
11. Total Deductions (11) 15,594.92
I2. Net Value of Tax Return (12) 403,707.46
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) _ . 00
14. Net Value of Estate Subject to Tax (14) 403,707.46
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 403.707 GS X 045 = ` ,j"4
17. Amount of Line 14 at sibling rate (l7) .00 x :�e2 = —� Z'! P00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 3F5 = 0
19. Principal Tax Due E�
iTt 1�=n ,
TAX CREDITS: -1:8 1"44 r7I
PAYMENT RECEIPT DISCOUNT (+) Zt _ m .-_ ;; 7 C:J
D ''V'GATE NUMBER INTEREST/PEN PAID (-) _ y. c} C,)
-26 2 014 CDOI8437 789.47 00,00' '� n 08-12-2014 CDO19530 .00 77.3,'7 r ITl
r
-�YMENT 18,166AX DUE Op
PEN. .00
UE z .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 1n�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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