HomeMy WebLinkAbout03-14-14 rry NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 1W
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF POCHATKO EDNA D
DATE OF DEATH 07-08-2012
FILE NUMBER 21 12-1087
COUNTY CUMBERLAND
OTOOLE SHAUN E ACN 101
220 PINE ST APPEAL DATE: 05-16-2014
HARRISBURG PA 17101-1350 (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 -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POCHATKO EDNA DFILE NO. :21 12-1087 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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,
.OD submit the upper portiof
3. Closely Held Stock/Partnership Interest (Schedule C) (37 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property CSchedule F) C6) 102,450.00
7. Transfers (Schedule G) C7) .00
8. Total Assets CS) 102,450.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 30 ,473.83
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20 .409.27
11. Total Deductions (I1) 50,883.10
12. Net Value of Tax Return (12) 51,566.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 51 ,566.90
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 0 . 00
16. Amount of Line 14 taxable at lineal rate (16) r:i .r66-9n X 0 ^ 2y-320
17. Amount of Line 14 at sibling rate C17) - nn X 1 ��"
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 T1 C.D
19. Principal Tax Due
TAX CREDITS: aC-);
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID CD
DATE NUMBER INTEREST/PEN PAID C-)
11-12-2013 CDO18386 41.48- 2,362.56 ➢ " l..a � 'Ai
N
TOTAL TAX PAYMENT 2,321 . 08
BALANCE OF TAX DUE .57CR
INTEREST AND PEN. .00
TOTAL DUE .57CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE `\r
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \rvX