HomeMy WebLinkAbout03-10-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INRERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
Po BOX 280601
HARRISBURG PA 17128-0601
DATE 03-03-2014
ESTATE OF CAMPANELLA D J
DATE OF DEATH 04-02-2013
FILE NUMBER 21 13-0745
COUNTY CUMBERLAND
MCKNIGHT III MARCUS A ACN 101
60 W POMFRET ST APPEAL DATE: 05-02-2014
CARLISLE PA 17013-3243 (See reverse side under Objections)
Amount Remittedl -
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 E--
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REY-1547 EX AFP {08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CAMPANELLA D JFILE NO. :21 13-0745 ACN: 101 DATE: 03-03-2014
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,
OO submit the upper portion
S. Closely Hold Stock/Partnership Interest CSChodule C7 (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C5) .aa
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 359,630.96
S. Total Assets (a) 359,630.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9) 10,327.51
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 970.55
11, Total Deductions (11) 11,298.06
12. Net Value of Tax Return (12) 348,332.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 348,332.90
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, I8 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) A4R-;32.90 X 045 = 15,674.98
17. Amount of Line 14 at sibling rate (17) - 00 X 1?— = o .00H
18. Amount of Line 14 taxable at collateral rate (18) .00 X I r :�
19. Principal Tax Due - ( i 674
F�n1 - 1
TAX CREDITS: 7CJ �;�' _ , - =�
PAYMENT RECEIPT DISCOUNT C+) G( ::0
AMOUNT PAID CJ> ,, O as C_}
DATE NUMBER INTEREST/PEN PAID C-)
07-02-2013 CDO17834 684.21 13,000.00 p`� nZ
09-17-2013 CDO18152 .00 2,024.98 C_ _ R_n
cJ `0c)
i�
TOTAL TAX PAYMENT 15,709. 19
BALANCE OF TAX DUE 34.21CR
INTEREST AND PEN. .00
TOTAL DUE 34.21CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS. 0