HomeMy WebLinkAbout07-07-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ; DEPARTMENT OF REVENUE
INHERITANCE TAX DIVIS10N OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF FORTUNA JOSEPH
DATE OF DEATH 11-03-2013
FILE NUMBER 21 13-1298
COUNTY CUMBERLAND
SHEELY ESQ ANDREW C ACN 101
127 S MARKET ST APPEAL DATE: 09-05-2014
MECHANICSBURG PA 17055-6328 (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- 1 RETAIN LOWER PORTION FOR YOUR RECORDS !--
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REV-1547 EX AFP C08-13- ?_NOTICE 4F INHERITANCE TAX APPRAISEMENL, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FORTUNA JOSEPH FILE NO. :21 13-1298 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: CX) ACCEPTED AS FILED C } 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) 301,011.27 credit to your account,
00 submit the upper Portion
3. 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/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 301 .011 .27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 15.145.72
10. Debts/Mortgage Liabilities/Lions (Schedule I) CIO) 592.00
11, Total Deductions (11) 15,737.72
12, Net Value of Tax Return (12) 285,273.55
13. Charitable/Governmental Bequests: Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 285,273.55
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) 285,273.55 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn X 04 00
17. Amount of Line 14 at sibling rate (17) . n0 X L 2ctf P .00-
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 3 -- r—
C__ F i-
19. Principal Tax Due t5(,�p{
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TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-) ('} j - 'Zl `ra
� v_T
fir. 1-^i
m
TOTAL TAX PAYMENT ,00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. S '}