HomeMy WebLinkAbout07-07-14 (2) NOTICE OF INHERITANCE TAX pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF
X DIVISION INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERZ TANCE TAX DIV REV-1547 IX APP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE D7-07-2D14
ESTATE OF STRAW ANNA M
DATE OF DEATH 12-12-2012
FILE NUMBER 21 13-0053
COUNTY CUMBERLAND
FAHNESTOCK CPA STEVEN W ACN 101
1513 CEDAR CLIFF DR APPEAL DATE: 09-05-2014
CAMP HILL PA 17011-7721 (See reverse side under Objections)
Amount Remittedl--- �
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--
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REY-1547 EX AF C08-13� NOTICE OF INHERITANCE SAX APPRAISEMENT, ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STRAW ANNA MFILE NO. :21 13-0053 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 268,720.00 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 (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) 139,049.28
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 899,679.62
S. Total Assets (B) 1 ,307.448.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 10,598.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •00
11. Total Deductions (11) 10,598.50
12. Nat Value of Tax Return (12) 1,296,850.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate SubOect to Tax (14) 1 ,296,850.40
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 g D��-� .0 47
16. Amount of Line 14 taxable at lineal rate (16) 1 -796-&50.4D X 0 -.' 55$,35$
17. Amount of Line 14 at sibling rate (17) •00 X lj.-�r�
18. Amount of Line 14 taxable at collateral rate (18) .00 X �21.':
19. Principal Tax Due •
4 �L-' $.?2z
TAX CREDITS: C') =r �'
PAYMENT RECEIPT DISCOUNT (+) '-
AMOUNT PAID (V ;g C j
DATE NUMBER INTEREST/PEN PAID (-)
08-08-2013 CD0179 88 .00 45,000.0 ry '^`BCD
02-20-2014 CDO18801 169.78- 13,528.05
06-27-2014 WRITEOFF .00 6.58
TOTAL TAX PAYMENT 58,358.27
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. tt