HomeMy WebLinkAbout05-20-14 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-1541 EX AFP (08.13)
PO BOX 284601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF PHILLIPPE SUZANNE E
DATE OF DEATH 05-02-2013
FILE NUMBER 21 13-0585
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 07-18-2014
CARLISLE PA 17013-3015 (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 RETAIN LOWER PORTION FOR YOUR RECORDS 4--R-E ---'-----^-------------'-'^--'---°-----'---'-------'--'-'----------'--'-----------------
REV-1547 EX AFP C08-131 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PHILLIPPE SUZANNE EFILE N0. :21 13-0585 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) -00 NOTE: To ensure��µ��roper
2. Stocks and Bonds (Schedule B) (2) .00 credit r-tq your R ount,
D B-j submit 5zae uppemportion
3. Closely Held Stock/Partnership Interest (Schedule C) (3).,� Hof this-1formimiF,fl your
4. Mortgages/Notes Receivable (Schedule D) (4) •O F tax pa nt.y--� O
5, Cash/Bank Deposits/Mist, Personal Property (Schedule E) (5) 29,424.85 , p
6. Jointly Owned Property (Schedule F) (6) •00--7 r\.} r) fPt
0
889. 4, ~ = r' c�
7. Transfers {Schedule G} (7) 19, � =17 p
8. Total Assets f8,�) -4.9.3Y.�29
APPROVED DEDUCTIONS AND EXEMPTIONS: cs CD �*2 �
`.F� F"'
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9),- 16,025.6 � I— rn ftT
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5'634•&L) --- F-
11. Total Deductions (11)
12, Net Value of Tax Return (12) 27,653.42
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 27.653.42
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 (1 6) _ nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) -nO X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 27,653.42 X 15 = 41148.01
19. Principal Tax Due C79>= 4,148.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID t-)
INTEREST IS CHARGED THROUGH 06-03-2014 TOTAL TAX PAYMENT ,00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,148. 01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 41 .16
TOTAL DUE 4,189.17
r IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �{