HomeMy WebLinkAbout06-09-14 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 06-03-2014
ESTATE OF ARCHIBALD JANICE P
DATE OF DEATH 04-18-2013
FILE NUMBER 21 13-0454
COUNTY CUMBERLAND
LENOX DAVID J ACN 101
STE 3 APPEAL DATE: 08-02-2014
8 TRISTAN DR (See reverse side under Objections)
DILLSBURG PA 17019-1638 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-
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARCHIBALD JANICE PFILE NO. :21 13-0454 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 157,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,924.89
6. Jointly Owned Property (Schedule F) (6) 5,347.51
7. Transfers (Schedule G) (7) 80,776.28
8. Total Assets (e) 270 .048.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,321 .58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13.659.21
11. Total Deductions (11) 43,980.79
12. Net Value of Tax Return (12) 226,067.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 226,067.89
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 (16) ppA.nG9-24 X 045 = 10,172.22
17. Amount of Line 14 at sibling rate (17) 18-30 X 2.23
18. Amount of Line 14 taxable at collateral rate (18) .00 X Is = --� tomt •
19. Principal Tax Duey 1��`N•
TAX CREDITS: « = n Cn
PAYMENT RECEIPT DISCOUNT (+) r7I -n CJ
AMOUNT PAID �' - f77 {%1 ITI
DATE NUMBER INTEREST/PEN PAID (-) '•-�" � � 7.) CD :wo C:1
07-03-2013 CDO17843 473.68 9,000.01 - O
01-17-2014 CD018676 .00 700 .7 C) `n
(V r rn
TOTAL TAX PAYMENT iTA,174.
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.