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 (03-13)
PO Box 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF COOK MARY E
DATE OF DEATH 02-26-2014
FILE NUMBER 21 14-0254
COUNTY CUMBERLAND
WALTERS III MURREL ACN 101
WALTERS & GALLOWAY PLLC APPEAL DATE: 11-21-2014
54 E MAIN ST (See reverse side under Objections)
MECHANICSBURG PA 17055-3851 Amount Remitted ��
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CARLISLE PA 17013
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REV-1547 EX AFP {08-13}-NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOK MARY EFILE NO. :21 14-0254 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) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule CS (3) of this form with your
4. Mortgages/Notes Receivable (Schedule IT (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 285,280.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .DO
8. Total Assets (8) 285,280.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 20,954.41
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6.208..$.3
11. Total Deductions (11) 27,163.24
12. Not Value of Tax Return U2) 258,117.39
13. Charitable/Governmental Bequests; Non-elected 9173 Trusts (Schedule J) (13) _ p 00
14. Net Value of Estate Subject to Tax 07(14) 7i=25�;71. .39
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17� ra and/-q 1 W 1
reflect figures that include the total of all returns assessoc�datp,,..,
n1 (2'I
ASSESSMENT OF TAX: ,n .-C
15. Amount of Line 14 at spousal rate (15) .DO 1O:Q' ' yp�
16. Amount of Line 14 taxable at lineal rate (16) 25R.117-39 x"04'5 —7)11,61. 28
17. Amount of Line 14 at sibling rate (17) -00 X 12,
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15-3 _ ��_0
19. Principal Tax Due (1s)= r,
CREDITS: N
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-14-2014 CDO19156 580.76 11,034.52
TOTAL TAX PAYMENT 11 ,615.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .OD
TOTAL DUE .DO
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.