HomeMy WebLinkAbout07-14-14 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 17120-0601
DATE 06-30-2014
ESTATE OF LOGAN KENNETH R
DATE OF DEATH 12-05-2010
FILE NUMBER 21 10-1255
COUNTY CUMBERLAND
COYNE ESQ LISA M ACN 501
3901 MARKET ST APPEAL DATE: 08-29-2014
CAMP HILL PA 17011-4227 (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 4
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LOGAN KENNETH RFILE NO. :21 10-1255 ACN: 501 DATE: 06-30-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.00 submit the upper portior
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) 50,000.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (B) 50,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,233.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 18,233.75
12. Net Value of Tax Return (12) 31,766.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 314 766.25
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17. 1tO d/or
reflect figures that include the total of all returns assessed t te.
C-
r-
15. G '�
ASSESSMENT OF TAX: nom:__
Amount of Line 14 at spousal rate (15) .00 X 01 -7 ,0_0-x ,
16. Amount of Line 14 taxable at lineal rate (16) AI -766-?F X 0
17. Amount of Line 14 at sibling rate (17) -nn X 1L5:Dc= ' -p 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X lEb �'
19. Principal Tax Due (i,�}'-29f7{8 TI
CD
TAX CREDITS: D rQ -n
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-07-2014 CDO18989 49.00- 1,487.89
TOTAL TAX PAYMENT 11438.89
BALANCE OF TAX DUE 9.41CR
INTEREST AND PEN. .00
TOTAL DUE 9.41CR
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. \C
REV4O0EX(O1d0)
i� pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Kenneth Logan 2110-1255
REVIEWED BY ACN
Shannon E Baker 501
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
I 1 Adjusted to 50%. Fees and costs to be allocated at the same percentages as the
settlement.
2 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania
inheritance tax purposes.
Interest is abated from the delinquent date the date of the receipt of the proceeds of
litigation.
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