HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX U 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 06-23-2014
ESTATE OF EAGLES ELLA J
DATE OF DEATH 03-25-2012
FILE NUMBER 21 13-0093
COUNTY CUMBERLAND
OSZUSROWICZ JOHN C ACN 101
B A APPEAL DATE: 08-22-2014
104 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013-3420 Amount Remitted---------":]
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- � RETAIN LOWER PORTION FOR YOUR RECORDS 4�
--- -----
FP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EAGLES ELLA JFILE NO. :21 13-0093 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) 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,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (SChe du le C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •D0 tax payment.
5. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) 8,427.70
S. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 323,589.50
S. Total Assets C8) 332.017.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,276.27
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 74,499. 11
ii. Total Deductions (11) 93,775.38
12. Net Value of Tax Return (12) 238,241,82
13. Charitable/Governmental Bequests; Non-eleoted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (24) 238,241.82
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/am 19 Will
reflect figures that include the total of all returns assessd4p to dat C= 73 rn
ASSESSMENT OF TAX: rr,
15. Amount of Line 14 at spousal rate (15) '00 Xp0 D -
16. Amount of Line 14 taxable at lineal rate (16) On �-)0
4s 08
17. Amount of Line 14 at sibling rate (17) -DO X-12. 1T' 0
h. `
18- Amount of Line 14 taxable at collateral rate (18) 238,241 .82 X»15' 35,,736-„27
19. Principal Tax Due (-�; �4'50)A, -7? 5,73 27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) �) F-� R— M
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID F--` (—
� -L Cn O
02-18-2014 CDO187 8 1,230.76- 36,988. W
TOTAL TAX PAYMENT 35,757.27
BALANCE OF TAX DUE 21.00CR
INTEREST AND PEN. .00
TOTAL DUE 21 .00CR
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.