HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX [� J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1517 IX AFP (OB-13)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGISTER OF WILLS
PM DATE 05-05-2014
2014 f4flV 5 0M 2 53 DATET OFODEATH 06-10-2013 ANNE A
CLERK OF FILE NUMBER 21 13-0768
COUNTY CUMBERLAND
RESSLER ESQ PPReVANSJ COURT ACN 101
3401 N FRONT SQUMBERLAND CO., PA - APPEAL DATE: 07-04-2014
PO BOX 5950 (See reverse side under Objections)
HARRISBURG PA 17110-0950 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---REV-1547 EX AFP (08-13)- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLEMM ANNE AFILE NO. :21 13-0768 ACN: 101 DATE: 05-05-2014
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) .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) 47,185.02
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 118,755.56
S. Total Assets (8) 165,940 .58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14.405. 14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,397.77
11. Total Deductions C11) 19,802.91
12. Net Value of Tax Return - (12) 146,137.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 146, 137.67
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) 146.137-66 X 045 = 6,576. 19
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 6,576. 19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-14-2013 CDO18029 300.00 5,700.00
01-02-2014 CDO18604 .00 576.19
TOTAL TAX PAYMENT 6,576. 19
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. ,`�