HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX pennsykvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (09-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF DEVORICK SR JOHN T
DATE OF DEATH 07-30-2013
FILE NUMBER 21 13-0880
COUNTY CUMBERLAND
BEVORICK JR JOHN T
ACN 101
44 SUMMER DR APPEAL DATE: 04-26-2014
DILLSBURG PA 17019-9544 (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 ii RETAIN LOWER PORTION FOR YOUR RECORDS E—�
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REY-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEVORICK SR JOHN TFILE NO. =21 13-0880 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 12,942.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C37 .OD submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 242,151 .89
6. Jointly Owned Property (Schedule F) (6) 19,120.79
7. Transfers (Schedule G) (7) 86,727. 15
8. Total Assets (8) - 360,941.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Mist. Expenses (Schedule N) (9). 10,071 .90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .OD
11. Total Deductions (11) 10,071 .90
12. Net Value of Tax Return (12) 350,869,93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 350 ,869.93
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:
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15. Amount of Line 14 at spousal rate (15) .00 X
16. Amount of Line 14 taxable at lineal rate (16) 3910•S69.93 X
17. Amount of Line 14 at sibling rate (17) no X
18. Amount of Line 14 taxable at collateral rata (18) .00 X a.00'i
19. Principal Tax Duo
TAX CREDITS: C7 "D r, '•(,�s
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-) T'J
10-24-2013 CDO18358 789.46 14,999.69�ro- �• n p
CQ
TOTAL TAX PAYMENT 15,789.15
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .OD
TOTAL DUE .DO
x 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. �`�`