HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
IX
INHERITANCE TAX DIVI N n REV-1547 AFP (08-13)
PO BOX 280601 CORDED
O R DD
HARRISBURG PA 17128-001
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%EGIST�- OF 'VI LS DATE 11-10-2014
2olq N% 10ESTATE OF FABER ELIZABETH C
12 53 DATE OF DEATH 12-20-2013
FILE NUMBER 21 14-0024
COUNTY CUMBERLAND
KILLIAN @R0jA1JJ'0�,Nv1,_, 1 D ACN 101
218 PI(f19MERLA,,lf ` r APPEAL DATE: 01-09-2015
HARRISBURG PA 17101=-1356 (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
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FABER ELIZABETH CFILE NO. :21 14-0024 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( 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) 114,692.48 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 21 ,572.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 273,083.79
8. Total Assets (8) 409,348.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,256.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,884.60
11. Total Deductions (11) 21 ,140.62
12. Net Value of Tax Return C12) 388,207.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 11 ,512.4 0
14. Net Value of Estate Subject to Tax (14) 376,695.34
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) A74.699i-34 x 045 = 16,951 .29
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 16,951 .29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-18-2014 CDO18765 842. 11 16,000.00
INTEREST IS CHARGED THROUGH 11-25-2014 TOTAL TAX PAYMENT 16,842. 11
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 109. 18
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .59
TOTAL DUE 109.77
* 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. V��\}
REV-1 ala EX(01-10)
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INHERITANCE TAX
*_�: pennsyLvan' EXPLANATION
DEPARTMENT OF REVENUE ..OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Elizabeth C Faber 2114-0024
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
.B 2 The Merrill Lynch Ira is correctly reportable on schedule G of the Pennsylvania inheritance-
tax return and is 100 percent taxable to the beneficiarylies.
JI-11 1 Non-probate assets are taxable outright to the beneficiarylies before determining residue.