HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX UV pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF CLOUTMAN LOIS J
DATE OF DEATH 03-14-2013
FILE NUMBER 21 13-0505
COUNTY CUMBERLAND
DORTCH DEBRA C ACM 101
44 HICKORY RD APPEAL DATE: 08-08-2014
CARLISLE PA 17015-9706 (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
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLOUTMAN LOIS JFILE NO. :21 13-0505 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 130,000.00 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 L) (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) 19,570.00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 28,526.00
8. Total Assets (8) 178.096.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 .939.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 113.496.00
11. Total Deductions (11) 135,435.59
12. Net Value of Tax Return (12) 42,660.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 42,660.41
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 dates
ASSESSMENT OF TAX: n -� rn
15. Amount of Line 14 at spousal rate (15) . 00 X .0:0 o= fTi *o
16. Amount of Line 14 taxable at lineal rate (16) 69-AAO-G1 X [OY+ap= ,9' 9•- 2
17. Amount of Line 14 at sibling rate (17)
18. Amount of Line 14 taxable at collateral rate (18) .00 X X15 L=fY1 CO ^ .cfLO
19. Principal Tax Due .(:14')'-='r. 1,919.c712
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID M GATE NUMBER INTEREST/PEN PAID (-) _ ry r
02-05-2014 CDO18751 8.34- 1,930.0 CO �
co
TOTAL TAX PAYMENT 1 ,921 .66
BALANCE OF TAX DUE 1 .94CR
INTEREST AND PEN. .00
TOTAL DUE 1.94CR
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. ,I