HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-04-2014
ESTATE OF FRAIN JAMES J
DATE OF DEATH 06-23-2013
FILE NUMBER 21 13-0847
COUNTY CUMBERLAND
COHICK JEFFREY S ACN 101
390 ALEXANDER SPRING RD APPEAL DATE: 10-03-2014
CARLISLE PA 17015-9129 (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 4--
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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: FRAIN JAMES JFILE NO. :21 13-0847 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) 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)
.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interesk (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) 106,337.8 —
6. Jointly Owned Property (Schedule F) (6) . 00�,>J�_) yi. aq
7. Transfers (Schedule G) (7) 33,038.5 llTi ,^ 4� (]'_?
S. Total Assets ( °� : 1 9.37_7,7.7
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) �-
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3
v d.3,
11. Total Deductions C1�`7 7009D
12. Net Value of Tax Return (12) 125,674.83'
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 125,674.83
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) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) 125.674.83 X 12 = 15,080.98
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 15,080.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-17-2013 CDO18149 754.05 17,000.00
TOTAL TAX PAYMENT 17,754.05
BALANCE OF TAX DUE 2,673.07CR
INTEREST AND PEN. .00
TOTAL DUE 2,673.07CR
+ 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.