HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
'IttTCTIONS AND ASSESSMENT OF TAX IV
PO BOX 280601 0 F
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
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HARRISBURG PA 17128-01501. ;1 11-1-S
RE G DATE 10-27-2014
znl� '�rn ESTATE OF HUBERT SARAH A
0 DATE OF DEATH 04-06-2014
FILE NUMBER 21 14-0345
COUNTY CUMBERLAND
HUBERT JR opjb4�"'-' S
ACN 101
8 ROGER AVE I - APPEAL DATE: 12-26-2014
SHIPPENSBURG PA 17257-9778 (See reverse side under Objections)
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-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HUBERT SARAH AFILE NO. :21 14-0345 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 513,551.02 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 108,230.85
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 39,000.00
8. Total Assets (8) 660,781.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,541 .36
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .0 0
11. Total Deductions (11) 4,541 .36
12. Net Value of Tax Return (12) 656,240.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 656,240.51
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) 456.24(l-q] x 045 = 29,530.82
17. Amount of Line 14 at sibling rate C17) .0 0 , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due C19)= 29,530.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-25-2014 CDO19340 1,476.54 29,530.82
TOTAL TAX PAYMENT 31,007.36
BALANCE OF TAX DUE 1,476.54CR
INTEREST AND PEN. .00
TOTAL DUE 1,476.54CR
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.