HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvanir
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 DUNLAP ANN C
DATE OF DEATH 09-17-2013
FILE NUMBER 21 14-0288
MITCHELL ESQ SCOTT A COUNTY CUMBERLAND
PO BOX 1146 ACN APPEAL DATE: 11-21-2014
HARRISBURG PA 17108-1146 (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 F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUNLAP ANN CFILE NO. :21 14-0288 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) 199,346.56 credit to your account,
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portioi of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 126,357.75
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 325,704.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 31 .094.92
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 1 .404.55
11. Total Deductions (11) 32,499.47
12. Net Value of Tax Return (12) 293,204.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 93,204.84
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 1 7 18 and/Dr 19-ow 1
ASSESSMENT reflect figures that include the total of all returns assess TO dateJd cr'ni o
15. Amount of Line 14 at spousal rake (15) . 00 D ��? C"? (') raj. DO
16. Amount of Line 14 taxable at lineal rate (16) 743.9n6 RF !X �(_'!57_3 Tr 13FS 19,x.22
D
17. Amount of Line 14 at sibling rate (17) no :X- :1, _ _ ,.x.00
18. Amount of Line 14 taxable at collateral rate (18) .00 (X� 1 75 -+� `rt _T1.00
19. Principal Tax Due X13; 9 22
TAX CREDITS: _ ��
M
PAYMENT RECEIPT DISCOUNT N
AMOUNT PAID(+) (, ~� C r
DATE NUMBER INTEREST/PEN PAID (-) V) O
03-27-2014 CDO18945 .00 13,194.22
P
TOTAL TAX PAYMENT 13,194.22
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. �(