HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT ❑F TAX - REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF WILLIAMS LAURA C
DATE OF DEATH 03-20-2014
FILE NUMBER 21 14-0321
COUNTY CUMBERLAND
PGRUBB ROBERT ACN 101
CENTRAL PA ESTATE & ELD APPEAL DATE: 12-05-2014
PO BOX 10574 (See reverse side under Objections)
LANCASTER PA 17605-0574 Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4i
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REV-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENTr ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMS LAURA CFILE NO. :21 14-0321 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 146,179.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 79,507.74 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this' form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00i tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,34 3.48
6. Jointly Owned Property (Schedule F) (6) 56,428.89
7. Transfers (Schedule G) (7)
143,857.41
8. Total Assets c8) 428>316.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 .888.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 909.91
11. Total Deductions (11) 12,798.82
12. Net Value of Tax Return (12) 415,517.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 415,517.70
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) 41 F.51 7_7n X 0C4�5 = 18-,698.30
17. Amount of Line 14 at sibling rate C17) nn X
18. Amount of Line 14 taxable at collateral rate (18) 00 X 'T
19. Principal Tax Due ,698.
TAX CREDITS: _J
PAYMENT RECEIPT DISCOUNT {+) AMOUNT PAID G7 � ) C)
DATE NUMBER INTEREST/PEN PAID C-) mt =: '7
05-30-2014 CDO19219 934.92 17,765.8 1, c __3
c>
M
TOTAL TAX PAYMENT 18,698.73
BALANCE OF TAX DUE .43CR
INTEREST AND PEN. .00
TOTAL DUE .43CR
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.