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Home My WebLink About10-06-14 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 IX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 09-29-2014 ESTATE OF HEALEY WILLIAM J DATE OF DEATH 09-12-2013 FILE NUMBER 21 13-1013 COUNTY CUMBERLAND FEICHTGEL ESQ JOHN A ACN 101 SAIDIS SULLIVAN STE 400 APPEAL DATE: 11-28-2014 635 N 12TH ST (See reverse side under Objections) LEMOYNE PA 17043-1247 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HEALEY WILLIAM JFILE NO. :21 13-1013 ACN: 101 DATE: 09-29-2014 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 806,699. 13 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your 4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 544,539.72 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) C7) .00 8. Total Assets (8) 1 ,351 ,238.85 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 25,015.31 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,074.79 11. Total Deductions (11) 41,090. 10 12. Net Value of Tax Return (12) 1,310,148.75 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 1 ,310, 148.75 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 assesstl to date ;z7 ASSESSMENT OF TAX: C= ::arri � 15. Amount of Line 14 at spousal rate (15) .00 G5 =r G7 x.00. 16. Amount of Line 14 taxable at lineal rate (16) 1 .31 n .1 48_79; X1 0-45,-j 58 J561.69 17. Amount of Line 14 at sibling rate (17) nn ') DP 00 2 FY_ 18. Amount of Line 14 taxable at collateral rate (18) .00 .X. -rM _ �'� U.00 19. Principal Tax Due (19')= TAX CREDITS: 358 �� 69 5X�; PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID - r--+ - C'7 ) ( x-71 DATE NUMBER INTEREST/PEN PAID (-) 12-03-2013 CDO18478 2,947.37 56,000a0 © C)_T1 05-28-2014 CDO19222 .00 9.41 TOTAL TAX PAYMENT 58,956.78 BALANCE OF TAX DUE .09CR INTEREST AND PEN. .00 TOTAL DUE .09CR 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.