HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX ' pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE y ��'` DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDDCTIONS AND ASSESSMENT Of TAX _ _ F REV-1547 EX AFP (05.13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF ROBITAILLE JOANN K
DATE OF DEATH 06-21-2013
FILE NUMBER 21 13-0809
COUNTY CUMBERLAND
ROBITAILLE DAVID A ACN 101
LOT 32 APPEAL DATE: 05-09-2014
82 LINDA DR (See reverse side under Objections)
MECHANICSBURG PA 17050-1548 Amount Remitted-
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 4-
-'-----'-----i -------------'-------------'-----'-------------'-------"--------------------
REV-1547 EX AFP f08-13? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBITAILLE JOANN KFILE NO. :21 13-0809 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: OO 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,
3. Closely Held Stock/Partnership Interest {Schedule C} (3) 100 submit the upper portior 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) 16,190.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 16..190.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9} 8,676.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8,676.70
12. Not Value of Tax Return C123 7,513.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 7,513.65
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. r.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) -00 X Q_
16. Amount of Line 14 taxable at lineal rate (16) 7.r17 -6r X - me
X =�
17. Amount of Line 14 at sibling rate (17) .n0 T ��---'�+
F� . ^r 0�
18. Amount of Line 14 taxable at collateral rate (18) .00 X ��-4 F :J(�i
19. Principal Tax Due � - -ri 33A {
TAX CREDITS:
C J
PAYMENT RECEIPT DISCOUNT (+) - CJ = rn
DATE NUMBER INTEREST/PEN PAID (-7 AMOUNT PAID N 4n Q
1T-06-2015 CDO18 69 .00 338. 11
TOTAL TAX PAYMENT 338.11
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. `�