HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES �A�'��SF����,,,,E►LLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
�:_l.�'�... i���'���D �,,��„t�S AND ASSESSMENT OF TAX REV-1547 DC AFP coe-ia�
INHERITANCE TAX DIVISION
PO BOX 280601 �� ���'.�� ' . .�.'It { (�
HARRISBURG PA 17128-0601 ���`"�"'�"� "' " �-•�-'�
^ ;;���� � � A�,� f�' � ) DATE 05-12-2014
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ESTATE OF COVER RICHARD E
DATE OF DEATH 03-31-2013
���_�: . , FILE NUMBER 21 13-0493
����,'��� vU�.;f=4."� COUNTY CUMBERLAND
FEICHTEL ESQUI JO�J�/�����'�D CO., Pq ACN 101
STE 400 APPEAL DATE: 07-11-2014
6 3 5 N 12 T H S T (See reverse side under Objections)
LEMOYNE PA 17043-1247 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COVER RICHARD EFILE N0. :21 13-0493 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •�� NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E] (5) 227�972.57
6. Jointly Owned Property CSchedule F) �6� .00
7. Transfers CSchedule G) ��� 41�528.27
8. Total Assets (8) 269.500.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 9,285.37
10. Debts/Mortgage Liabilities/Liens CSchedule I) (lp� 9.88 9.23
11. Total Deductions �11� 19,174.60
12. Net Value of Tax Return C12� 250�326.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13� .00
14. Net Value of Estate Subject to Tax �lG� 250,326.24
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) �F�•;��-��+ X 045 = 11,264.68
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 11,264.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-28-2013 CD017814 536.84 10,200.00
12-27-2013 CD018579 .00 527.85
TOTAL TAX PAYMENT 11 ,264.69
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DU . �
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �
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