HomeMy WebLinkAbout07-07-14 (2) 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 17128-0601
DATE 07-07-2014
ESTATE OF SARAGO ADA L
DATE OF DEATH 05-18-2013
FILE NUMBER 21 13-1121
COUNTY CUMBERLAND
HINKLE ESQ BRIAN J ACN 101
3401 N FRONT ST APPEAL DATE: 09-05-2014
HARRISBURG PA 17110-1462 (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SARAGO ADA LFILE NO. :21 13-1121 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 158,000. 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) 17,650.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,235.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 176,885.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,869.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 156,649.82
11. Total Deductions (11) 168,519.33
12. Net Value of Tax Return (12) 8,365.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 8,365.98
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 00 = . 00
16. Amount of Line 14 taxable at lineal rate C16J R.341;.gR X _ ° 376.47
17. Amount of Line 14 at sibling rate (17) -nn X 1-r
18. Amount of Line 14 taxable at collateral rate (18) .00 X 141)- ? b9�'
19. Principal Tax Due �'y7�
TAX CREDITS: Zvi: : t
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID j' -10 t,'
DATE NUMBER INTEREST/PEN PAID (-) T,
02-20-2014 CDO18797 .00 376.47'
06-30-2014 SBADJUST .00 . 0607?
rQ O'
Cr, n
TOTAL TAX PAYMENT 376.47
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.