HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX j7b� ' pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE _$7 DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISIONREV-1547 EX AFP (08-15)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGISTER OF V111-1-S
DATE 10-21-2014
2014 ruTT 20 FM 12 12 ESTATE OF DODD MARY A
DATE OF DEATH 01-30-2014
CIJER" OF FILE NUMBER 21 14-0113
FREY ROAJFHMFS' COURT COUNTY CUMBERLAND
101
5 S HANOVER ST CUMBERLM'D '11`�-, PA ACN APPEAL DATE: 12-20-2014
CARLISLE PA 17013-3307 (See reverse side under Objecdons)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-1547 E -- ---- -- ---
R _ ---i-AF�-COO-i3)-�OTIii-oi-iNH-iITANCE TAX-APPRAiiEMENip-ALLOWANCE-bR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DODD MARY AFILE N0. :21 14-0113 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 954,725.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 116,900.00 credit to your account,
00 Submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 119,947.67
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 29,669.00
8. Total Assets (8) 1 ,221 ,241.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11 ,144. 16
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,162.78
11. Total Deductions (11) 16,306.94
12. Net Value of Tax Return (12) 1,204,934.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,204,934.73
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 1 •9n4,934-73 X 045 = 54,222.06
17. Amount of Line 14 at sibling rate (17) .nn I x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C193= 54,222.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-17-2014 CDO19041 2,710.53 51,500.00
06-20-2014 CDO19330 .00 147.06
TOTAL TAX PAYMENT 54,357.59
BALANCE OF TAX DUE 135.53CR
INTEREST AND PEN. .00
TOTAL DUE 135.53CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY I DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.