HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE YEE!!\`114 DEPARTMENT OF REVENUE
INHERITANCE TAZ DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF WILLS PATRICIA A
DATE OF DEATH 02-01-2013
FILE NUMBER 21 13-0345
COUNTY CUMBERLAND
DIEHL ESQ CPA CRAIG A
ACN 101
3464 TRINDLE RD APPEAL DATE: 06-27-2014
CAMP HILL PA 17011-4436 (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 F
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLS PATRICIA AFILE NO. :21 13-0345 ACN: 101 DATE: 04-28-2014
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) 293,484. 04 credit to your account,
.
S. Closely Held Stack/Partnership Interest (Schedule C) (3) 00 submit the upper portio,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) 133,074.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00 ,v f7,yM
S. Total Assets o
9?) 4'26.558%75
APPROVED DEDUCTIONS AND EXEMPTIONS:
n
�p� rTt
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 45.993. Ff� 0 U __ O
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,597, X, r— --I O
f_' rr; IV rn rri
11. Total Deductions chrf) ;,1 i ,38'1C23
12. Net Value of Tax Return G1�2 - �' 7.1'6>74a2
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ED3 -
14. Net Value of Estate Subject to Tax (7 p4 N 251 5FJ 5
rn
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,."q8 and/o X19 ��
reflect figures that include the total of all returns assessed to datIl T
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 251 ,445. 15 x 15 = 37,716.77
19. Principal Tax Due (19)= 37,716.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2013 CDO18447 28.06- 37,744.83
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-27-2013 TOTAL TAX PAYMENT 37,716.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. 49.26
TOTAL DUE 49.26
• 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.