HomeMy WebLinkAbout05-30-14 rrT 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 05-26-2014
ESTATE OF OPANEL HELEN M
DATE OF DEATH 11-27-2013
FILE NUMBER 21 14-0066
COUNTY CUMBERLAND
OPANEL ROBERT M ACN 101
1512 SHEEPFORD RD APPEAL DATE: 07-25-2014
MECHANICSBURG PA 17055-4844 (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
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OPANEL HELEN MFILE NO. :21 14-0066 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) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
DD submit the upper portion
3. 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) 5,754.29
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) . 00
S. Total Assets (8) 5.754.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10.043. 14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 10,043.14
12. Net Value of Tax Return C12) 4,288.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 4,288.85-
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 X 00C 7ba0
16. Amount of Line 14 taxable at lineal rate (16) . 00 X 0 4u .^�OIT7
17. Amount of Line 14 at sibling rate (177 -00 X 12:7 C. B>
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15i `- r` C�h0�0
b
19. Principal Tax Due C1.9)-= _ C-D 7iD orl
TAX CREDITS: p` '
PAYMENT RECEIPT DISCOUNT (+) C-) CJ 3 n -�
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (J
c'3
yv N I-- m
w cr) o
CD -77
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.
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