HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX Q*-7pennsytvania
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 290601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF EGAN NORMA P
DATE OF DEATH 09-09-2013
FILE NUMBER 21 13-1027
COUNTY CUMBERLAND
GODFREY E R ACN 101
STE 201 APPEAL DATE: 12-05-2014
1011 MUMMA RD (See reverse side under Objections)
LEMOYNE PA 17043-1143 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS +-
i-EV:-Ii-47-i-X-AFP-i-Oi---li-)--NOTICE--Oi-INHERITANCE-TAX-iPPRAiS-MENT--ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF. EGAN NORMA PFILE NO. :21 13-1027 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 71,720.28 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 10,178.93
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (S) 81 ,899.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,115.33
10. Debts/Mortgage Liabilities/Lions {Schedule 1) (10) 247.63
11. Total Deductions (11) 5,962.96
12. Net Value of Tax Return (12) 75,936.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (is) 9,871 .71
14. Net Value of Estate Subject to Tax (14) 66,064.54
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) 66.n64-54 X 045 = 2,972.90
17. Amount of Line 14 at sibling rate (17) On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,972.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C=
AMOUNT PAID
rn IrI
DATE NUMBER INTEREST/PEN PAID CC; __0 C77-1 C-3
12-05-2013 CDO18481 147.37 2,800.00 M
CDO19256 .00 32.50
06-06-2014
09-29-2014 REFUND .00 6.97- C7) -, M
C:)
TOTAL TAX PAYMENT =7 2',912�.90::i
BALANCE OF TAX DUE I`-'J,0
INTEREST AND PEN. CD.0(p q
1- -17
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.