HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX ] pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �FFB\771���r
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF ENT JOHN W
DATE OF DEATH 04-17-2013
FILE NUMBER 21 13-0645
COUNTY CUMBERLAND
SHEELY ESQ ANDREW C ACN 101
127 S MARKET ST APPEAL DATE: 07-25-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-6328 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --_- �--i RETAIN LOWER PORTION FOR YOUR RECORDS 4�
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REV-1547 EX AFP (OB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ENT JOHN WFILE NO. :21 13-0645 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 170,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,239.02 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,271 .33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 269.99
8. Total Assets (e) 190,780.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16,485.62
30. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 191 ,460.75
11. Total Deductions (11) 207,946.37
12. Net Value of Tax Return (12) 17,166.03-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 17,166.03-
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: o
15. Amount of Line 14 at spousal rate (15) • 00 XC190 = ,7%0
16. Amount of Line 14 taxable at lineal rate C16) - no X 4 = cfl 0
17. Amount of Line 14 at sibling rate (17) - no X
18. Amount of Line 14 taxable at collateral rate (18) .00 X5= 37 500
19. Principal Tax Due 1—{Lfi": r � 0
TAX CREDITS: _
. o
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID C.> 3
DATE NUMBER INTEREST/PEN PAID (-) c.7 -Tl CY= T-1
_ C7
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C. Cn O
C1.)
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TOTAL TAX PAYMENT -00
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.