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 __v
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 288601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF TAYLOR JUNE J
DATE OF DEATH 10-05-2013
FILE NUMBER 21 13-1123
COUNTY CUMBERLAND
EVELER KRISTINE K ACN 101
STE A APPEAL DATE: 11-28-2014
2997 CAPE HORN RD (See reverse side under Objections)
RED LION PA 17356-9327 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
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REV-1547 EX AFP C08-13� NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TAYLOR JUNE JFILE N0. :21 13-1123 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 163,393.60 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 26,763.55 credit to your account,
0 0 submit the upper portion
3. 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/Mise. Personal Property (Schedule E) (5) 22,396.33
6. Jointly Owned Property (Schedule F) (6) 6,344.43
7. Transfers (Schedule G) (7) 135,150.03
B. Total Assets (8) 354,047.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mise. Expenses (Schedule H) t9? 45,233.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 53.20
11. Total Deductions (11) 45,287. 14
12. Net Value of Tax Return (12) 308,760'80
13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .0 0
14. Net Value of Estate Subject to Tax f14) 308,760.80
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/cfi� 19 will
reflect figures that include the total of all returns assesseR to dates rrn
ASSESSMENT OF TAX: =^^ � c� c-
15. Amount of Line 14 at spousal rate (15) .00 0% _ — `_�00
16. Amount of Line 14 taxable at lineal rate (16) 3t3R•7AD-RD XT--j0� 13,.$94:724
x, 12 � ,
17. Amount of Line 14 at sibling rate (17) 00 coLTJ 0 0....
IS. Amount of Line 14 taxable at collateral rate (18) .00 X=1(5: f, C ,00
19. Principal Tax Due f-I)9) 13;81924
TAX CREDITS: a
PAYMENT RECEIPT DISCOUNT C+) F
zj
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAIDC-) ) O Cn (a
12-24-2013 CDO18570 694.71 13,500.00 -�
TOTAL TAX PAYMENT 14,194.71
BALANCE OF TAX DUE 300.47CR
INTEREST AND PEN. .00
TOTAL DUE 300.47CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE�M�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. yyJJ