HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF NEFF MIRIAM S
DATE OF DEATH 12-05-2013
FILE NUMBER 21 14-0482
SHATTO BETTY ,J COUNTY CUMBERLAND
ACN 101
2 RIDGE AVE APPEAL DATE: 11-21-2014
CARLISLE PA 17013-8764 (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 +---REV-1547 EX AFP C08-13-3 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEFF MIRIAM SFILE NO. :21 14-0482 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,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portiol 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) .00
6. Jointly Owned Property (Schedule F) (6) 5,829.00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 5,829.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.891 . 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . DO
11. Total Deductions (11) 3,891 .00
12. Net Value of Tax Return (12) 11938. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . DO
14. Net Value of Estate Subject to Tax (14) 11938.00
I
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 assesses to dal �7
ASSESSMENT OF TAX: C 'L 70 I�1
Q m
15. Amount of Line 14 at spousal rate (15) .00 5 '7�' '.00
16. Amount of Line 14 taxable at lineal rate (16) 1 .93R DO r-)0 G^ S•7. 00
17. Amount of Line 14 at sibling rate (17) -00 �2 N��..r. �QQ
18. Amount of Line 14 taxable at collateral rate (18) .00 +'X (1.97 T= � . 020� . 020
19. Principal Tax Due r (19)= U . 00
TAX CREDITS:
c') O - > -*'I
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID (�
DATE NUMBER INTEREST/PEN PAID (-) -{ ~' �-• ��
05-16-2014 CDO19169 . 00 87;:,.00 N rn O
TOTAL TAX PAYMENT 87.00
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.