HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX �i .. pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - RFV-1547 EX AFT (06-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF KREISER JEANNE
DATE OF DEATH 10-09-2013
FILE NUMBER 21 14-0122
COUNTY CUMBERLAND
NOON ESQ DAVID D ACN 101
# 246 APPEAL DATE: 08-22-2014
240 MARKET ST (See reverse side under Objections)
SUNBURY PA 17801-3405 Amount Remitted � l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ----NOTICE OF INHERITANC--+ RETAIN LOWER PORTION FOR YOUR RECORDS 4+-REV-1547 EX AFP C08-13?
---'^-E---TAX---APPRAISEMENT"'---- '----,'-ALLOWANCE"-----' --4R----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KREISER JEANNE FILE NO. :21 14-0122 ACN: 101 DATE: 06-23-2014
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,
.00 submit the upper portion
3. Closely Hold 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/Mist. Personal Property (Schedule E) (5) •00
6. Jointly Owned Property (Schedule F) (6) 7,292,70
7. Transfers (Schedule G) (7) 86,194.70
B. Total Assets (a) 93.487.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral. Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 5,622.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •0.0
11. Total Deductions (11) 5,622.92
12. Net Value of Tax Return (12) 87,864.4$
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 87,864.48
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 ,,(a0 = N .00
16. Amount of Line 14 taxable at lineal rate (16) ..87.964-48 XC445 = n-=3,9:53.. 0
17. Amount of Line 14 at sibling rate (17) .00 X _
18. Amount of Line 14 taxable at collateral rate (18) . 00 Xrt5�
14. Principal Tax Due Ct9-)4- C..)3,9,53 §0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) ( " ,"> O
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID n O ...
C O T
02-10-2024 CDO1$ 45 .00 31953.p.0 F_-- c�
i Fm
r 1 to CD
TOTAL TAX PAYMENT 31953.90
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.
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