HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX . ' pennsylvania
BUREAU OF
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INDIVIDUAL TAXES DEDUCTIONS AND ASSESSMENT OF TAX
OF INHERITANCE TAX DIVISION
PO BOX 28660I REV-1547 EX AFP {OH-131
HARRISBURG PA 17128-8601
DATE 07-21-2014
ESTATE OF DEITZ JOHN H
DATE OF DEATH 04-27-2013
FILE NUMBER 21 13-0535
COUNTY CUMBERLAND
WALTERS III MURREL ACN 101
54 E MAIN ST APPEAL DATE: 09-19-2014
MECHANICSBURG PA 17055-3851 (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 __ -y RETAIN LOWER PORTION FOR YOUR RECORDS !-
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEITZ JOHN HFILE NO. :21 13-0535 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: ( X3 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) 42,097.57 credit to your account,
3. 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) on tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,44372
6. Jointly Owned Property (Schedule F) (6) 47,086.38
7. Transfers (Schedule G) (7) 100
8. Total Assets (g> 91,627.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 20.855.30
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 147.85
ll. Total Deductions It" 2q,00,3T�
22. Net Value of Tax Return ( 7�.3 CLO,6213'i 2
13. Charitable/Governmental Beduests; Non-elected 9113 Trusts (Schedule J) (= .'- 0-07
14. Net Value of Estate Subject to Tax C Itp 623i9A
la�gpr _
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, ta,6d/or_;9 W!.1•S-3
reflect figures that include the total of all returns assessed tom¢may date.=_ r7-
ASSESSMENT OF TAX: , "_ C-1
15. Amount of Line 14 at spousal rate (15) .00 X '-,�p$z
16. Amount of Line 14 taxable at lineal rate (16) 7n.69-°+.99 X 745 = ri,178.0
17. Amount of Line 14 at sibling rate (17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,178.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-24-2013 CDO179 1 1 7.89 31000.00
03-19-2014 CDO18903 .08- 28.08
TOTAL TAX PAYMENT 3, 185.89
BALANCE OF TAX DUE 7.81CR
INTEREST AND PEN. .00
TOTAL DUE 7.81CR
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.