HomeMy WebLinkAbout07-21-14 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 07-14-2014
ESTATE OF TIMOTHY JANE E
DATE OF DEATH 06-10-2013
FILE NUMBER 21 13-0677
COUNTY CUMBERLAND
DELUCA ESQ ADAM R ACN 101
61 W LOUTHER ST APPEAL DATE: 09-12-2014
CARLISLE PA 17013-2987 (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: TIMOTHY JANE EFILE NO. :21 13-0677 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C I 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) 10,558.99 credit to your account,
.00 submit the upper portic
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) 13,753.71
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 41 ,047.00
8. Total Assets (8) 65,359.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 8 °571 .33
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,323.46
11. Total Deductions (11) 9,894.79
12. Net Value of Tax Return (12) 55,464.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 55,464.91
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 (16) r9.6A4-91 X 045 = 2,495.92
17. Amount of Line 14 at sibling rate (17) On X 1C3 = r, .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X Ili -
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) fV -�-' D
AMOUNT PAID C r3
•"-' � �
DATE NUMBER INTEREST/PEN PAID (-)
c r
08-21-2013 CDOIB 50 124.80 3,100.00
D N
CD t
TOTAL TAX PAYMENT 3,224.80
BALANCE OF TAX DUE1 728.88CR
INTEREST AND PEN. .00
TOTAL DUE 728.88CR
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.