HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 Ex A" (08-13)
PO Box 280681
HARRISBURG PA 17128-8601
DATE 07-21-2014
ESTATE OF POWELL ROBERT E
DATE OF DEATH 06-01-2013
FILE NUMBER 21 13-0649
COUNTY CUMBERLAND
BRENNEMAN KEITH 0 ACN 101
44 W MAIN ST APPEAL DATE: 09-19-2014
MECHANICSBURG PA 17055-6249 (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 _--- —i RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-154T EX AFP COS-13} NOTICE OF INHERITANGE TAX APPRAZSEMENT> ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POWELL ROBERT EFILE NO. :21 13-0649 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: L I ACCEPTED AS FILED { X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2)
•08 credit to your account,
88 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) {3} of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,762.87
6, Jointly Owned Property (Schedule F) (6) 44,093.74
7. Transfers CSchedule G) (7) •Q0
B. Total Assets (8) 49,856.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 51088.69
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) , 841 .28
11. Total Deductions (1I) 5,924.47
12. Net Value of Tax Return (12) 43,926.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax I14) 43,926.64
(7 `
NOTE- If an assessment was issued previously, Lines 14, 15, 16, 17, 18�jeo/or 1*-wil-30
reflect figures that include the total of all returns assessed tt7I�0.to. L-,fjD
ASSESSMENT OF TAX: M
35. Amount of Line 14 at spousal rate (75) .00 X 0 05;z't!�
?1 -759.971 C_.:;.', •t-�
16. Amount of line 14 taxable at lineal rate (16} X D46 95fi 7-0 :..)
17. Amount of Line 14 at sibling rate (17) .00 X 12,—)F-7`' 0}?
18. Amount of Line 14 taxable at collateral rate (18) 22,666.66 X 15P 31400 c-J
19. Principal Tax Due (—y
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-26-2013 CDO18060 131.58 2,500.00
02-28-2014 CDO18827 .00 1 ,739.22
07-14-2014 REFUND .00 14. 10-
TOTAL TAX PAYMENT 4,356.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. tl[V1PA
REV-1470 EX(01-10)
INHERITANCE TAX
pennsytvanla EXPLANATION
�! r DEPARTMENT OF REVENUE OF CHANGES SSN
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Robert E Powell FILE NUMBER
2113-0649
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic on line 16, and 19,
ROW
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