HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
W,
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP cos-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-17-2014
ESTATE OF YOST JUNE F
DATE OF DEATH 02-25-2013
FILE NUMBER 21 13-0708
COUNTY CUMBERLAND
BEINHAUR ESQ JOHN R ACN 101
3964 LEXINGTON ST APPEAL DATE: 05-16-2014
HARRISBURG PA 17109-2618 (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 --+ LOWER PORTION FOR-YOUR-RECORDS-_4
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOST JUNE FFILE NO. :21 13-0708 ACN: 101 DATE: 03-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,522.49
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 3.522.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.823.56
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 261 .229.39
11. Total Deductions (11) 264,052.95
12. Net Value of Tax Return (12) 260,530.46-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 00
14. Net Value of Estate Subject to Tax (14) 260,530.46-
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 rata (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) nn x 045 = . 00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = ��
n- 00
30
18. Amount of Line 14 taxable at collateral rata (18) . 00 X 15(_—
19. Principal Tax Due (lg n
TAX CREDITS: rn -p
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
U
DATE NUMBER INTEREST/PEN PAID I I �^
C C
:
�
N 'o
�r
N
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00
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.