HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF OELSCHLEGEL CATHERINE G
DATE OF DEATH 04-10-2013
FILE NUMBER 21 13-0497
COUNTY CUMBERLAND
WARSHAWSKY BRUCE J
# M ACN APPEAL DATE: 06-27-2014
2320 N 2ND ST (See reverse side under Objections)
HARRISBURG PA 17110-1008 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 (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OELSCHLEGEL CATHERINE GFILE NO. :21 13-0497 ACN: - 101 DATE: 04-28-2014
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,
submit the upper portio,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 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) 27.49
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (eJ 27,.49
APPROVED DEDUCTIONS AND EXEMPTIONS: n
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)� O s ITT C-5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) GO p
11. Total Deductions (1 nz X1 ,1 O
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cd3)V) 7 `-Z •l1U
14. Net Value of Estate Subject to Tax �14y-) 3({y9,yryp; 5
Og
O
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, cL8�a n /or 19
reflect figures that include the total of all returns assessed tc�{ dateF. � I71
ASSESSMENT OF TAX: j r3 Cn O
15. Amount of Line 14 at spousal rate (15) .00 X 00 = U9 �b0
16. Amount of Line 14 taxable at lineal rate (16) On X 045 = .00
17. Amount of Line 14 at sibling rate (17) 349,r.F.A. it X 12 = 41,946.38
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 41,946.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-07-2013 CDO17716 1 ,578.95 30,000.00
06-14-2013 CDO17746 518.37 10,000.00
01-27-2014 REFUND .00 19.10-
TOTAL TAX PAYMENT 42,078.22
BALANCE OF TAX DUE 131 .84CR
INTEREST AND PEN. .00
TOTAL DUE 131 .84CR
+ 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. []�,,
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