HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL razes OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX
HARRISBURG URG PA PA 17128-DbDl
DATE 02-17-2014
ESTATE OF FRITCHLEY NEWTON H
DATE OF DEATH 07-25-2013
FILE NUMBER 21 13-0884
COUNTY CUMBERLAND
IRWIN ESQ ROGER B ACN 101
60 W POMFRET ST - - - APPEAL DATE: 04-18-2014
CARLISLE PA 17013-3243 (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--4
REV-1547 EX AFP (Oa-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRITCHLEY NEWTON HFILE NO. :21 13-0884 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 319,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 25,863.04 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 564,843.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 909,706.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 24,648.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,274.99
11. Total Deductions (11) 25,923.97
12. Net Value of Tax Return (12) 993,782.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 883,782.30
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) RRi.7R9.3n X 045 = 39,770.20
17. Amount of Line 14 at sibling rate (17) .n0 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 39,770.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-18-2013 CDO18277 11988.51 37,823.80
02-10-2014 REFUND . 00 42. 11- '�. ? :c- -z) _xI
cii
TOTAL TAX PAYMENT-)-
39,.770.20 - -
BALANCE OF TAX DUE_,.` ,I00
INTEREST AND PENT :O Ff
TOTAL DUE
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. ��p