HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EN AFP (08-13)
PO Box 280601
HARRISBURG PARE29-MC LE D OFFICE OF
REWSTER OF WILLS DATE 11-03-2014
ESTATE OF ALBEE BARBARA B
2014 Nu 9 RI'( 1150 DATE OF DEATH 04-19-2013
FILE NUMBER 21 13-0630
CLEF;,; 0 7 COUNTY CUMBERLAND
JAMES(}SON'11�_' GARY— L ACN 101
E APPEAL DATE: 01-02-2015
H U A AWN-
"PA, fYO36 (See reverse side under Objections)
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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 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALBEE BARBARA BFILE NO. :21 13-0630 ACN: 101 DATE: 11-03-2014
TAX RETURN WAS: ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 2,737.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,645,105.38
S. Total Assets (8) 1,647,842.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 103,286.95
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,00 3.51
11. Total Deductions (11) 106,290.46
12. Net Value of Tax Return (12) 1,541,552.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 688,395.90
14. Net Value of Estate Subject to Tax (14) 853,156.37
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) OOIX 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 791;.3n3-76 x 045 = 35,788.67
17. Amount of Line 14 at sibling rate (17) -On I x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 57,852.61 x 15 = 8,677.89
19. Principal Tax Due (19)= 44,466.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-17-2013 CDO17895 1,868.42 35,500.00
05-09-2014 CDO19147 .00 10.30
INTEREST IS CHARGED THROUGH 11-18-2014 TOTAL TAX PAYMENT 37,378.72
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 7,087.84
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 176.20
TOTAL DUE 7,264.04
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.
REV-11 10 EX(01-10)''
enns lvania
p y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 8-0
DECEDENT'S NAME FILE NUMBER
Barbara B. Albee 2113-0630
REVIEWED BY ACN
Wlyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
K 2 The life estate factor is .41098 per the 2.2% Table.
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