HomeMy WebLinkAbout01-07-15 NOTICE OF INHERITANCE TAX1_r
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�P NT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL OWTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION -�C{'- Q REV-1547 EX AFP (11-14)
PO BOX 280601 r t x i'[.)[ C)
HARRISBURG PA 17128-0601
crrr- DATE 01-05-2015
Plt� ESTATE OF DOWNS MARGUERIT M
ur- DATE OF DEATH 08-02-2013
�� FILE NUMBER 21 13-09$8
, COUNTY CUMBERLAND
GROUP LLC ., :YL}L}; ?L' P,tTtt ACN 101
4098 DERRY S APPEAL DATE: 03-06-2015
HARRISBURG PA 17111-2237 (See reverse side under Objections)
Amount Remittedi �
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - 1- RETAIN LOWER PORTION FOR YOUR RECORDS-R-EV----1-5-4-7--EX--A--FP---C-1-1---1-4-)--N-O-T-I-CE E-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DOWNS MARGUERIT MFILE NO. :21 13-0988 ACN: 101 DATE: 01-05-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) ,00
6. Jointly Owned Property (Schedule F) C6) •00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,0 00.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 10,000.00
12. Net Value of Tax Return (12) 10,000.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,500. 00-
14. Net Value of Estate Subject to Tax (14) 376,987.99
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) -00 X 045 = .00
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 376,987.99 X 15 = 56,548.20
19. Principal Tax Due (19)= 56,548.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-09-2014 CDO19005 .00 54,593.98
06-30-2014 CDO19364 9.45- 3,244.57
08-04-2014 SBADJUST .00 .27
TOTAL TAX PAYMENT 57,829,37
BALANCE OF TAX DUE 1,281 . 17CR
INTEREST AND PEN. .00
TOTAL DUE 1,281 .17CR
* 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.