HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAA�t)�E APPRAISUENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVIS 10 s\DED OFFdCFD1ftF1UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 290601
HARRISBURG PA 17128-0601 RECISTER OF WILLS
?014 NOU 24 PR 1 15 DATE 11-17-2014
ESTATE OF HEICHER MARY F
CLD*%" OF DATE OF DEATH 02-02-2014
ORPHAN'S' COURT FILE NUMBER 21 14-0237
COUNTY CUMBERLAND
BOGAR CUMBE-JAM9S D CP_ PA ACN 101
1 W MAIN ST APPEAL DATE: 01-16-2015
SHIREMANSTOWN PA 17011-6327 (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-
RiV:-1-54-7--Ei--A-F-P-i-0-8--i-3-)-NO-T-Iii--O-F-i-N-H-Ei-I-T-A;E-E--Ti-X--APP-R-A-li-E-M-ENi-,--AiE-O-WiN-C-E-OR
__-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REICHER MARY FFILE N0. :21 14-0237 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 381,688.02 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 (Schedule E) (5) 142,177.34
6. Jointly Owned Property (Schedule F) (6) 44,204.29
7. Transfers (Schedule G) (7) 323,796.47
B. Total Assets 891,866. 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39,221.60
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 39,221.60
12. Net Value of Tax Return (12) 852,644.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 852,644.52
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) RFi?,644-5? X 045 = 38,369.00
17. Amount of Line 14 at sibling rate (17) .0 0, x 12 = .00
18. Amount of Line 14 taxable at collateral rate .00 x 15 = .00
19. Principal Tax Due (19)= 38,369.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-28-2014 CDO19071 1,916.15 36,406.80
07-17-2014 CDO19426 .00 46.05
TOTAL TAX PAYMENT 38,369.00
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.