HomeMy WebLinkAbout05-23-14 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-7547 IX AFP C08-13)
PO BOX 2806D1
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF NAGY WILLIAM A
DATE OF DEATH 04-22-2013
FILE NUMBER 21 13-0551
COUNTY CUMBERLAND
GILROY HUBERT X ACN 101
10 E HIGH ST APPEAL DATE: 07-25-2014
CARLISLE PA 17013 (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
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REY-1547 EX AFP fD8-13) NOTICE OF INHERITANCE TAX APPRAISEMENT> ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NAGY WILLIAM AFILE NO. :21 13-0551 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( A,) CHANGED SEE ATTACHED NOTICE
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) 4,281.20 credit to your account,
00 submit the upper portion
3. Closely Neltl Stock/Partnership Interest tStRadule C} (3) 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) 41,470.58
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 214,908.32
S. Total Assets (B) 260.660..10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11.460.15
10. Dobts/Mortgage Liabilities/Liens (Schedule I) (10) 8.845.9.8
11, Total Deductions (il) 20.306.13
12. Net Value of Tax Return (12) 240,353.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0
14. Not Value of Estate Subject to Tax (14) 240,353.97
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 80 = '' 100
16. Amount of Line 14 taxable at lineal rate (16, 94n.3:S3-97 P-845 = 10,81,e51193
17. Amount of Line 14 at sibling rate (17) .nn Q;,12 GO 800
T—
18. Amount of Line 14 taxable at collateral rate (18) .00 181 (y -c O 'V 00
TI
19. Principal Tax Due )= (y10,;8'15393
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) ^-
AMOUNT PAI `T1 T
DATE NUMBER INTEREST/PEN PAID (-)
07-16-2013 CDO17883 540.80 15,000. 0 r" rest
02-06-2014 CDO18757 .00 1,500.00 t-y �..-
D 1
CID
CD
s
TOTAL TAX PAYMENT 17,040.80
BALANCE OF TAX DUE _ 6,224.87CR
INTEREST AND PEN. .00
TOTAL DUE 6,224.87CR
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.
REV-14I0EX�01-101
i' pennsylvania
INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 250601
HABRISSURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
William Nagy 2113-0551
REVIEWED BY ACN
Alan—Agent 99 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
The department will allow an estate to suspend the valuation of real estate on the original
and timely filed inheritance tax return for up to 15 months. The 15-month period includes
the nine months after which the inheritance tax return becomes delinquent, plus the
additional six-month filing extension.When the property is sold after the inheritance tax
return is timely filed and the suspension requested, the estate should then report the
arms-length sales price on a supplemental inheritance tax return. if the real property is not
sold within 15 months of the date of death, an estate will have to report an alternate means
of establishing the value, including a professional appraisal or the common level ratio
value.
No action will be taken on the request for refund until it has been determined that all
taxes owed have been paid.
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