HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF AX DIVISION TAXES APPRA IEDUCTI ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE 0 BOX TAU p1v1sIDM OF DEDUCTIONS AND ASSESSMENT Of TAX
PO 26ab81
REV-1547 IX AF? (08-13}
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE I2-16-2013
REGISTER OF TELLS ESTATE OF OVERCASH KENNETH H
7 nt �7 i��p �}ry DATE OF DEATH 07-28-2012
1GE3 DEC 13 f I I 3 LJ FILE NUMBER 21 12-0915
COUNTY CUMBERLAND
WALTERS III MUMIRK OF ACN 101
54 E MAIN ST �� „ APPEAL DATE: 02-14-2014
DRP Fk�
MECHANICSBURG 1�0 �3 1 (See reverse side under Objections)
CUMBERLAND CO., PA Amount Remitted("'
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE • 1► RETAIN LOWER PORTION FOR YOUR RECORDS 4--
----'----_"
REY-1547 EX AFP {08-13? NOTICE OF IN TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OVERCASH KENNETH HFILE NO. :21 12-0915 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 149,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 143,096.00 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C7 (3) DO submit the upper Portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 39,243.82 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 207,804.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (a) 540,043.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9).. 35,226.86
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.974.62
11. Total Deductions (11) 45,201.48
12. Net Value of Tax Return (12) 494,842.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 494,842.51
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 = on
16. Amount of Line 14 taxable at lineal rate (16). 494_R42.51 X 045 = 22,267.91
17. Amount of Line 14 at sibling rate (17) .On X 12 = .00
la. Amount of Line 14 taxable at collateral rate (19) .00 X 15 m .00
19. Principal Tax Due (19}= 22,267.91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-23-2012 CDO16678 I,05 .63 20,000.00 j
04-18-2013 CDO17468 .00 1 ,500.00
TOTAL TAX PAYMENT 22,552.63
BALANCE OF TAX DUE 284.72CR
INTEREST AND PEN. .00
TOTAL DUE 284.72CR
* 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. m