HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF CRENSHAW LEON
DATE OF DEATH 03-21-2013
FILE NUMBER 21 13-0378
COUNTY CUMBERLAND
OTTO III IVO V
10 E HIGH ST ACN APPEAL DATE: 06-27-2014
CARLISLE PA 17013-3015 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CRENSHAW LEON FILE NO. :21 13-0378 ACN: 101 DATE: 04-28-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 255,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,059,878.24 credit to your account,
.
3. Closely Held Stock/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) 78,495.99 4
N
6. Jointly Owned Property (Schedule F) (6) •0.0, s
,-Q n
432. G(T7 r
O
7. Transfers (Schedule G) (7) 182, O
S. Total Assets ,g¢5.886�5
APPROVED DEDUCTIONS AND EXEMPTIONS:
m m
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 97.577.4 Z f 1 Cfn Cr p
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .688.35 V. ;�, C) p
,�� p
11. Total Deductions (C1�17-�j r 2C6.46
12. Net Value of Tax Return 7C 1 476 _ffi=C79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) �1g7�j J p 0
14. Net Value of Estate Subject to Tax Df1A4)
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) I .676.r4n -79 X 045 = 66,444.34
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due (19)= 66,444.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-13-2013 CDO17738 2,894.74 55,000.00
12-17-2013 CDO18537 .00 8,549.69
TOTAL TAX PAYMENT 66,444.43
BALANCE OF TAX DUE .09CR
INTEREST AND PEN. .00
TOTAL DUE .09CR
+ 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.