HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF FISHER LUCILLE B
DATE OF DEATH 02-23-2013
FILE NUMBER 21 13-0278
COUNTY CUMBERLAND
REED GREGORY R ACN 101
3120 PARKVIEW LN APPEAL DATE: 12-05-2014
HARRISBURG PA 17111-1356 (See reverse side under Objections)
Amount Remitted l
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
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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: FISHER LUCILLE BFILE NO. :21 13-0278 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: { X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 154,204.66 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
S. 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) 16,67 9.60
6. Jointly Owned Property (Schedule F) (6) 36,077.95
7. Transfers (Schedule G) (7) 383,124.06
S. Total Assets (8) 590,086.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,948.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 19,948.48
12. Net Value of Tax Return (12) 570,137.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 570,137.79
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) 57n.I37.79 x 045 = 25,656.20
17. Amount of Line 14 at sibling rate (17) .00 X 12 (= •00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 rT1
19. Principal Tax Due (191t ::0 25, 6-.2�d3�
TAX CREDITS: rn -
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 71 C7? vrl zi
04-17-2013 CDO17464 1,157.89 22,000.00 J %`= C) (7)
06-05-2014 CDO19247 39.74- 21556.20 c�
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J I N rte.. M
TOTAL TAX PAYMENT 25,x,,35
BALANCE OF TAX DUE 18.15CR
INTEREST AND PEN. .00
TOTAL DUE 18.15CR
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. ���")