HomeMy WebLinkAbout05-05-14 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 IX AFP (OB-13)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS DATE 05-05-2014
FM ESTATE OF DELONE CHARLES A
FM
2014 MY 5 2 56 DATE OF DEATH 10-07-2013
FILE NUMBER 21 13-1183
CLERK OF COUNTY CUMBERLAND
DELONE III CHOR[FSSA N/�C' COURT ACN 101
19 DDWNING CIR CU BE�4&4 D 9g., PA APPEAL DATE: 07-04-2014
DOWNINGTOWN 1 -33 (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 -i RETAIN-LOWER-PORTION-FOR YOUR-RECORDS-_4--
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DELONE CHARLES AFILE NO. :21 13-1183 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) 157,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 305,498.00 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) (6) .00
7. Transfers (Schedule G) (7) 862,221 .00
8. Total Assets (8) 1 ,325.219.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.763.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15,763.00
12. Net Value of Tax Return (12) 1 ,309,456.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,309,456.00
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) 1 .Ang .4FiA- nn X 045 = 58,925.00
17. Amount of Line 14 at sibling rate (17) -DD X 12 = .00
18. Amount of Line 14 taxable at collateral rate CIS) .00 X 15 = .00
19. Principal Tax Due (19)= 58,925. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-02-2013 CDO18465 2,946.25 55,979. 00
TOTAL TAX PAYMENT 58,925.25
BALANCE OF TAX DUE .25CR
INTEREST AND PEN. .00
TOTAL DUE .25CR
> 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. ��(`