HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE W DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF FUNCK STERLING S
DATE OF DEATH 07-31-2013
FILE NUMBER 21 13-0924
COUNTY CUMBERLAND
OUELLET ESQ JEFFREY P ACN 101
221 E CHESTNUT ST APPEAL DATE: 04-26-2014
LANCASTER PA 17602-2705 (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 ___- -i 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: FUNCK STERLING SFILE NO. :21 13-0924 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) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 14,932.73
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 14.932.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.081 . 15
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 84.30
11. Total Deductions (11) 12,165.45
12. Net Value of Tax Return (12) 2,767.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,767.28
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 t date. _o
ASSESSMENT OF TAX: �p
15. Amount of Line 14 at spousal rate (15) .00 X 00�j.3 .!Q10
16. Amount of Line 14 taxable at lineal rate (16) 2.767-?R X 04_ :C �L24.S�a .S:
17. Amount of Line 14 at sibling rate (17) -DO X 12 ,-7`�_ -� ,i, .flt0 frn
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 J3 0
19. Principal Tax Due (1 = 24.53
TAX CREDITS: y N f- rTT
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID r ce.1 O
DATE NUMBER INTEREST/PEN PAID (-) T
(�
11-05-2013 CD018370 . 00 124.53
TOTAL TAX PAYMENT 124.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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. `17V1\N1\J\