HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX ___...
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF KASPAR CLARA T
DATE OF DEATH 09-06-2013
FILE NUMBER 21 13-0981
COUNTY CUMBERLAND
DAGGS PAUL D ACN - 101
STE 100 APPEAL DATE: 06-20-2014
130 W CHURCH ST (See reverse side under Objections)
DILLSBURG PA 17019-1278 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 F
REV-1547 EX AFP (OS-137 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KASPAR CLARA TFILE NO. :21 13-0981 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 132,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 Submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 100,703.42
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 47,000 .00
B. Total Assets (8) 279.703.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,867.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .735.53
11. Total Deductions (I1) 12,602.80
12. Net Value of Tax Return (12) 267,100.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 267,100.62
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 assesse�to date°
ASSESSMENT OF TAX: c _ s m M
15. Amount of Line 14 at spousal rate (15) •00 X3 d O7 c.>DO
16. Amount of Line 14 taxable at lineal rate (16) 967.1 nn- G9 X [i ,+-, a32,0@9 3
17. Amount of Line 14 at sibling rate C17) -DN X::q2, r-- -r
18. Amount of Line 14 taxable at collateral rate (18) .00 X�.1 7 `� 0
19. Principal Tax Due �(19')= 2.8 943
TAX CREDITS: n p -n 3 �. '±1
PAYMENT RECEIPT DISCOUNT (+) O M-+ - n
AMOUNT PAID r m
DATE NUMBER INTEREST/PEN PAID x-
12-02-2013 CDO18469 600.98 11,418.50 --n
TOTAL TAX PAYMENT 12,019.53
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.