HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _.
INHERITANCE TAX DIVISION REV-1547 EX AFP t08-13}
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF PORTERFIELD VICTORIA V
DATE OF DEATH 09-11-2013
FILE NUMBER 21 13-1016
COUNTY CUMBERLAND
MORROW PAMELA A ACN 101
496 LANCASTER AVE APPEAL DATE: 12-05-2014
ENOLA PA 17025 (See reverse side under Objections)
Amount Remittedl
1 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 C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PORTERFIELD VICTORIA VFILE NO. :21 13-1016 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 10,100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Heid Stock/Partnership Interest (Schedule C) (3} 00 submit the upper portiorof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment,
S. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) 2,611.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 12.1ll.134
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g). 4,008.00
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10)-_ 8,355.00
11. Total Deductions (11) 12,363.00
12. Net Value of Tax Return (12) 348.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 348.00
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: C
15. Amount of Line 14 at spousal rate (15) .00 X 00 = . O r-'00
16. Amount of Line 14 taxable at lineal rate (16) -nn X 045 = ::6 !30 ��
17. Amount of Line 14 at sibling rate (17) _on X 12 = r 00 ---1
18. Amount of Line 14 taxable at collateral rate (18) 348.00 X 15 = f?i 5ZT20
19. Principal Tax Due (19)= 52.20
TAX CREDITS: c'a C:> �I
PAYMENT RECEIPT DISCOUNT (+) Q ,-
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-27-2014 CDO19209 .00 34.95
O Cf}
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INTEREST IS CHARGED THROUGH 10-21-2014 TOTAL TAX PAYMENT 34.95
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 17.25
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .19
TOTAL DUE 17.44
+� 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.
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