HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAXpennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX I
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF
REGIST'-':R OF "VILLS DATE 10-21-2014
ESTATE OF KATCHER MARY M
?919 OCT 20 FM 12 13 DATE OF DEATH 03-16-2014
FILE NUMBER 21 14-0265
C LE t 0 F COUNTY CUMBERLAND
SHEKLETSKI ESQ ffl� p3, O " 101
414 BRIDGE ST [4 '� T ACN APPEAL DATE: 12-20-2014
PO BOX E C U 14 B E R LA': r P A (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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 +-
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REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KATCHER MARY MFILE N0- :21 14-0265 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 115,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00submit 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/Misc. Personal Property (Schedule E) (5) 1,751 .20
6. Jointly Owned Property (Schedule F) (6) 16,771.14
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 133,522.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,296,46
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) .00
11. Total Deductions (11) 32,296.46
12. Net Value of Tax Return (12) 101,225.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 101,225.88
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 CIS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1n1 .??1i_88 X 045 = 4,555.16
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 C19)= 4,555. 16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-11-2014 CDO19273 5.96 113.28
06-11-2014 CDO19274 .74 14. 12
06-11-2014 CDO19275 221.05 4,200.00
10-14-2014 SBADJUST .00 .01
TOTAL TAX PAYMENT 4,555.16
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.