HomeMy WebLinkAbout12-08-14 NOTICE OF .INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAxRECORD���1-� 1 cW ALLOWANCE OR DISALLOWANCE
ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISIONREIJTR V � ���C REV-1547 EX AFP (08-13)
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PO BOX 280601 G V J
HARRISBURG PA 17128-0601
?g11 OEC 8 pM 12 22 DATE 12-08-2014
ESTATE OF NAMEY JEAN M
CLERK OF DATE OF DEATH 04-30-2014
ORPHANS COURT FILE NUMBER 21 14-0648
ATTY CU6MERLI-JO CC., PA COUNTY CUMBERLAND
ACN 101
419 WALNUT STREET APPEAL DATE: 02-06-2015
CAMP HILL PA 17011 (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
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NAMEY JEAN MFILE NO. :21 14-0648 ACN: 101 DATE: 12-08-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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)
219,170.26 credit to your account,
3. 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) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 219,170.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,56 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 314.0 0
11. Total Deductions (11) 13,880.00
12. Net Value of Tax Return (12) 205,290.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 205,290.26
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) Pn;;.Pgn -7A x 045 = 9,238.06
17. Amount of Line 14 at sibling rate (17) U3X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,238.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-05-2014 CDO19458 461.90 8,776. 16
TOTAL TAX PAYMENT 9,238.06
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.