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 --- REV-1547 EX AFP (08-13)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF PHELLEPS JR RALPH J
DATE OF DEATH 04-20-2013
FILE NUMBER 21 13-0517
COUNTY CUMBERLAND
SHATTO DENNIS J ACN 101
119 LOCUST ST APPEAL DATE: 08-02-2014
HARRISBURG PA 17101-1411 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: PHELLEPS JR RALPH JFILE NO. :21 13-0517 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 113,220 .55 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) 6,074.69
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 57,472.46
8. Total Assets (8) 176 .767.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30 .633.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.890.10
11. Total Deductions (I1) 36,523.89
12. Net Value of Tax Return (12) 140,243.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 140,243.81
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) 160 .963-RI X 045 = 6,310.97
17. Amount of Line 14 at sibling rate (17) - DD X 12 = ^' .00
18. Amount of Line 14 taxable at collateral rate (18) .00 Xg5 ~c 73 0
19. Principal Tax Due Q(�($) �T
TAX CREDITS: rn ro r> z cn
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID �n CD 7 p In
DATE NUMBER INTEREST/PEN PAID (-)
01-21-2014 DDO18669 .00 6,310.9-7 ->c (-) CD
05-27-2014 SBADJUST .00 n p "'>7 -n -n
n o _rI 3
C__
rc'�Il
TOTAL TAX PAYMENT l--+6,310.'§7
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.