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 Z7
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07.21-2014
ESTATE OF FENTON JEANETTE L
DATE OF DEATH 06-13-2013
FILE NUMBER 21 13-0714
COUNTY CUMBERLAND
BRITCHER ADAM P ACN 101
232 MARKET ST APPEAL DATE: 09-19-2014
NEWPORT PA 17074 (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 ___— — lo RETAIN LOWER PORTION FOR YOUR RECORDS t-
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REV-1547 EX AFP {08-13} NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FENTON JEANETTE LFILE NO. :21 13-0714 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: { ) ACCEPTED AS FILED f X) CHANGED SEE ATTACHED NOTICE
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) f2) .00 credit to Your account,
00 submit the upper Fortier
3. Closely Held Stock/Partnership Interest CSChadu3e CJ (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 100 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 3,052.89
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 3.052.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule NJ (9) 14,165.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,267.94
11. Total Deductions (11) 26,433.47
12. Net Value of Tax Return (12) 23,380.58-
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) .0
14. Net Value of Estate Subject to Tax (14) 23,380.58-
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) On X 045 = 100
17. Amount of Line 14 at sibling rate (17) - GO X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1 S.0000
19. Principal Tax Due rf+tF`-1
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) r
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID FV
_-f ._l 1
CD -- = F.
CD
—rJ
TOTAL TAX PAYMENT _ .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
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.
REKN>bpx(di.toy _
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG 126 17128-060L
DECEDENT'S NAME FILE NUMBER
Jeanette L. Fenton 2113.0714
REVIEWED BY AGN
Joseph - Agent#94 101
ITEM
SCHEDULE NO EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
The department will allow an estate to suspend the valuation of real estate on the original
and timely filed inheritance tax return for up to 15 months. The 15-month period includes
the nine months after which the inheritance tax return becomes delinquent, plus the
additional six-month filing extension. When the property is sold after the inheritance tax
return is timely filed and the suspension requested, the estate should then report the
arms-length sales price on a supplemental inheritance tax return. if the real property is not
sold within 15 months of the date of death, an estate will have to report an alternate means
of establishing the value, including a professional appraisal or the common level ratio
value.
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