HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX -: pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE yillllll►1`dM
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF CALHOUN HAZEL R
DATE OF DEATH 03-31-2011
FILE NUMBER 21 11-0573
COUNTY CUMBERLAND
WINSLOW ESQ ANGELA R ACN 101
1500 ONE GATEWAY CENTER APPEAL DATE: 04-18-2014 -
PITTSBURGH PA 15222 (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 RETAIN LOWER PORTION FOR YOUR RECORDS +---
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALHOUN HAZEL RFILE NO. :21 11-0573 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 19,781 .66
6. Jointly Owned Property (Schedule F) (6) • 00
7. Transfers (Schedule G) (7) .00
B. Total Assets (a) 19.781 .66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.100.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) .00
11. Total Deductions (11) 2,100.00
12. Net Value of Tax Return (12) 17,681 .66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -00
14. Net Value of Estate Subject to Tax (14) 225.614.09
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) 22r,.614.n9 X 045 = 10,152.63
17. Amount of Line 14 at sibling rate (17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 n _ .00 -n
19. Principal Tax Due C
10;152.63, _
TAX CREDITS: ..ci -•) '. % ' )
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID =" N r • f'
DATE NUMBER INTEREST/PEN PAID (-) +�: - •J
10-28-2011 CDO15140 .00 9,356.96
10-14-2013 CDO18274 .00 795.67 �C �
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-15-2013 TOTAL TAX PAYMENT 10,152.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. 42.60
TOTAL DUE 42.60
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.