HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX , . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ! DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX ,
INHERITANCE TAX DIVISION _-- REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECO cD'=0 OFFICE OF DATE 09-30-2013
REG;6 ..R OF ., ,LLS ESTATE OF KNOSKY SOPHIA J
DATE OF DEATH 04-26-2012
A1t3 SFP 30 Pi R1 O 12 � FILE NUMBER 21 12-0688
L COUNTY CUMBERLAND
JAMES A MILLER ESQ
4 S 17TH ST CLARK OF ACN APPEAL DATE: 11-29-2013
CAMP HILL OPRIL dli_rAb R'r (See reverse side under Objections)
CUMBERLAND CO., PA 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 F
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-E--O-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNOSKY SOPHIA JFILE NO. :21 12-0688 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 178,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,870.40 credit to your account,
OD submit the upper portion
S. 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) 1,207.02
6. Jointly Owned Property (Schedule F) (6) 3,880. 16
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 187.957.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35.120.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9, 168.93
11. Total Deductions (11) 44,289.35
12. Net Value of Tax Return (12) 143,668.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 143,668.23
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 DO = . 00
16. Amount of Line 14 taxable at lineal rate (16) 163.668-?_' X 045 = 6,465. 07
17. Amount of Line 14 at sibling rate (17) -DN X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 6,465.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-16-2013 CDO17889 90.65- 6,559.96
TOTAL TAX PAYMENT 6,469.31
BALANCE OF TAX DUE 4.24CR
INTEREST AND PEN. .00
TOTAL DUE 4.24CR
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.