HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA I7128-0601
DATE 03-24-2014
ESTATE OF KLEFFEL ELIZABETH
DATE OF DEATH 06-25-2013
FILE NUMBER 21 13-0774
COUNTY CUMBERLAND
HARTRANFT JR DENNIS ACH 101
151 E MAIN ST APPEAL DATE: 05-23-2014
EPHRATA PA 17522-2720 (See reverse side underObjecdons)
Amount Remitted ---�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- `0, RETAIN LOWER PORTION FOR YOUR RECORDS 4- -
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REY-1547 EX AFP C08-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KLEFFEL ELIZABETH FILE NO. :21 13-0774 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,808.49 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchetlule.C> (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) (5) 2,771 .76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 77,348.06
8, Total Assets (e) 81 .928.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 6,242.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) {1D) 1 ,096.27
1L Total Deductions (11) 7,338.28
12. Net Value of Tax Return (12) 74,590.03
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) r 4 1590.03
r
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17. 8 and/atel9rrV{-
reflect figures that include the total of all returns assesseWlj) date C:)
ASSESSMENT OF TAX: CO -0 p
;
15. Amount of Line 14 at spousal rate (15) .00 X' 5 r- ma ,., r4o
16. Amount of Line 14 taxable at lineal rate (16) 76.59n.n3 XQ 4{�/Ca) q �3,X5565
17. Amount of Line 14 at sibling rate (17) -00 X=
18. Amount of Line 14 taxable at collateral rate (18) .00 X� 'r,3-a 0
'"'�
19. Principal Tax Due d(1L�7=- rr5
TAX CREDITS: l ,�.{ f'-J
PAYMENT RECEIPT DISCOUNT (+) -In
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID >
08-23-2013 CDO18062 157.89 31000.00
11-19-2013 CDO18425 .00 206.55
TOTAL TAX PAYMENT 3,364.44
BALANCE OF TAX DUE 7.89CR
INTEREST AND PEN. .00
TOTAL DUE 7.89CR
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. �`