HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX _ peI1I1SyLVaI1ia
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 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF THOMAS PEARL E
DATE OF DEATH 10-23-2013
FILE NUMBER 21 13-1289
COUNTY CUMBERLAND
DUFFIE JERRY R ACN 101
301 MARKET ST APPEAL DATE: 11-28-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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
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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: THOMAS PEARL EFILE NO. :21 13-1289 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 (Schedule A) (1) 100,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,9 07.30 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 (Schedule D) C4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 52,688. 17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 155,595.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11 ,628.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14,113.49
11. Total Deductions (11) 25,742.18
12. Net Value of Tax Return C12) 129,853.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 17,37 7.4 7
14. Net Value of Estate Subject to Tax (14) 2,475
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,Q 8'jand/oF 191' ip
reflectfigures that include the total of all returns assesseg IR dated'-.3 o
ASSESSMENT OF TAX: r-i s
15. Amount of Line 14 at spousal rate (15) .00 )p a. r-plo
16. Amount of Line 14 taxable at lineal rate (16) - nn X,-�04� _: Poo
17. Amount of Line 14 at sibling rate C17) nn X'712- -� X00
— C,�
18. Amount of Line 14 taxable at collateral rate C18) 112,475.82 X._ 1$S `s' ::a6,8.]rc137
19. Principal Tax Due 64 6,8�1C?37
TAX CREDITS: ' fir- �7
PAYMENT RECEIPT DISCOUNT C+) O
AMOUNT PAID -17
DATE NUMBER INTEREST/PEN PAID C-)
01-17-2014 CDO18670 763.16 14,500.00
05-20-2014 CDO19185 .00 1,608.21
TOTAL TAX PAYMENT 16,871.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.