HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AFP (08-13)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF MILLS
DATE 11-10-2014
?014 INPOU 10 PM 12 5`f ESTATE OF BEWARD BARBARA J
ll II DATE OF DEATH 10-17-2013
C LE 0,F FILE NUMBER 21 13-1122
LEACH 9 L%'H A N S'R 01 0 T COUNTY CUMBERLAND
ACN 101
217 SHAUFFNERTE" IRRI3�LA"D" PA APPEAL DATE: 01-09-2015
NEW CUMBERLAND PA 17070-2523 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --) RETAIN LOWER PORTION FOR YOUR RECORDS 4-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEWARD BARBARA JFILE NO. :21 13-1122 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 169,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,415. 19
6. Jointly Owned Property (Schedule F) (6) 262.07
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 182,577.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,523.60
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 123,291 .66
11. Total Deductions (11) 126,815.26
12. Net Value of Tax Return C12) 55,762.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 55,762.00
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 C16) �;�;.747- DD x 045 = 2,509.29
17. Amount of Line 14 at sibling rate C17) nn x 12 = .00
18. Amount of Line 14 taxable at 'collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,509.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-10-2014 CDO19403 .00 2,509.29
TOTAL TAX PAYMENT 2,509.29
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.