HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX pennsylvania
(• R�pp3SEME,NTH LOWANCE OR DISALLOWANCE @�\i`i�
BUREAU OF INDIVIDUAL TAXES �{, � L' DEPARTMENT OF REVENUE
fl F 'D E'Ql�'L'T`�'O AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION (�[ 44�-� � •,��� REV-1547 IX APP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
Rl4 AUG l l Ph g: SO DATE 08-11-2014
ESTATE OF JENSEN EARL N
DATE OF DEATH 06-02-2013
•�'' -�` - FILE NUMBER 21 13-0685
ORPtA"'- 6C,'URT COUNTY CUMBERLAND
YOFFE JEFF6�JYjI[3N�AND CO.. PA ACN 101
STE 100 APPEAL DATE: 10-10-2014
2 LEMOYNE DR (See reverse side under Objections)
LEMOYNE PA 17043-1222 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 +-
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REV-1547 EX AFP (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JENSEN EARL NFILE NO. :21 13-0685 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( 7 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,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DO submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,337.74
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 6 ,337.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,213. 08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . DO
11. Total Deductions (11) 3,213.08
12. Net Value of Tax Return (12) 3, 124.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 3, 124.66
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) A• 1 7 41 -64 X 045 = 140.61
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)= 140.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-28-2014 CDO18959 .30- 140 .96
TOTAL TAX PAYMENT 140.66
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
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.