HomeMy WebLinkAbout03-28-14 NOTICE OF INHERITANCE TAX '] pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BIB\R�sl DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0E®9*WLr®O6I'P41t t$ESSMENT OF TAX REV-7.547 EX AFP 108-13)
PD BOX 28060I REGISTER OF WILLS
HARRISBURG PA 17128-0601
2014 MR 28 p0) 11 ZTE 03-31-2014
II U 17t1 TATE OF CHASE KENNETH W
CLERK OF DATE OF DEATH 02-26-2013
FILE NUMBER 21 13-0342
ORPHANS COURT COUNTY CUMBERLAND
STALKER NANCY CUMBERLAND CO., P*CN 101
16 WARWICK CIR - APPEAL DATE: 05-30-2014
MECHANICSBURG PA 17050-2643 (See reverse side under Objections)
Amount Remitted -- '- I
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-
R 154 EX AFP {08-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CHASE KENNETH WFILE NO. :21 13-0342 ACN: 101 DATE: 03-31-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CMANGED
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) .DO credit to your account.
3. Closely Held S#ocklPartn¢rship Interest (Schedule G) (3) OD submit the upper Portion
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) 18,679. 14
b. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (B) 18.679. 14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_. 8,849.97
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 6,932.65
11- Total Deductions (11) 15,782.62
12. Net value of Tax Return (12) 2,896.52
13. Charitable/Governmental Bequests; Non-olected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 2,896,52
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) 2-R96.99 X 045 = 130.34
17. Amount of Line 14 at sibling rate (17) . nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 130.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2013 CDC1844 .00 130.34
TOTAL TAX PAYMENT 130.34
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,t„�