HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INTAX D
PoHERITANCE Box 280601 R96UNDED OFFICE OF REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-1 1
ROSTER (,\F WILLS
DATE 11-17-2014
2019 %1V 2_9 FM 1 13 ESTATE OF HAIR MEARL E
DATE OF DEATH 09-28-2013
CLER.'\ OF FILE NUMBER 21 13-1087
DOUGLAO FIFIV,4S"Q'Gi6)R GILCOUNTY CUMBERLAND
T- F ACN 101
354 Vt�p,(,A�HPT: A
'SpkfN6_kD"11 APPEAL DATE: 01-16-2015
CARLISLE PA 17015-7451 (See reverse side under Objections)
Amount Remittedi
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-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAIR MEARL EFILE N0. :21 13-1087 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140,000.00 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) 54,060.86
6. Jointly Owned Property (Schedule F) (6) 51,521.26
7. Transfers (Schedule G) (7) 325,203.51
8. Total Assets 570,785.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,695.68
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,388.78
11. Total Deductions (11) 40,084.46
12. Net Value of Tax Return (12) 530,701.17
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 530,701.17
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 9;'in.7n 1 - 17 X 045 = 23,881.55
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)= 23,881.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-23-2013 CDO18562 1,131.58 21,500.00
06-30-2014 CDO19367 .20- 1,252.30
11-10-2014 REFUND .00 2. 13-
TOTAL TAX PAYMENT 23,881.55
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.