HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 06-30-2014
ESTATE OF FREEMAN FRANCES R
DATE OF DEATH 03-25-2013
FILE NUMBER 21 13-1313
COUNTY CUMBERLAND
KOGAN ARNOLD B ACN 101
4250 CRUMS MILL RD APPEAL DATE: 08-29-2014
PO BOX 6991 (See reverse side under Objections)
HARRISBURG PA 17112-2889 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: FREEMAN FRANCES RFILE NO. :21 13-1313 ACN: 101 DATE: 06-30-2014
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) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portion
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) .00
6. Jointly Owned Property (Schedule F) (6) 14,446.24
7. Transfers (Schedule G) (7) 2,223,000.00
8. Total Assets (8) 2.237.446.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25.473.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 25,473.00
12. Net Value of Tax Return (12) 2,211,973.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) o
14. Net Value of Estate Subject to Tax (14) 2,211 ,973.24
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: o
(7� la
15. Amount of Line 14 at spousal rate (15) .00 )(--,_O f1 = -� -' moo
16. Amount of Line 14 taxable at lineal rate (16) -217 •97; 24 )_-��04C�5 = ,�9,3$98 0
17. Amount of Line 14 at sibling rate (17) .00 x 712 R: :;JO0
18. Amount of Line 14 taxable at collateral rate (18) .00 X�_'1
19. Principal Tax Due q 3g-'BO
TAX CREDITS: i c—
PAYMENT RECEIPT DISCOUNT (+) G') -r!
AMOUNT PAID LJ ZB
DATE NUMBER INTEREST/PEN PAID (-) CD
12-16-2013 CD018528 .00 99,538.$ —I �'-' Ir-- m
-
(n
TOTAL TAX PAYMENT 99,538.80
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. \�