HomeMy WebLinkAbout08-11-14 E I E OF INHERITANCE TAX pennsytvania
NOTICE
APRDA M JN T,-,Q�I„L Q�p4ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES t11kYdt1'5;�,:PIbN3., ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ,y, f,-- . REV-1547 a AFP (08-13)
PO BOX 280601 �- c r t _E}}Q
HARRISBURG PA 17128-0601
;��� ! DATE 08-11-2014
ESTATE OF ILGENFRITZ EDWARD W
DATE OF DEATH 12-20-2013
FILE NUMBER 21 14-0031
ORPJ 4" (URT COUNTY CUMBERLAND
JAMES ESQ GARY CUMBERLAND CO RA ACN 101
134 SIPE AVE APPEAL DATE: 10-10-2014
HUMMELSTOWN PA 17036-9162 (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 - ---� RETAIN LOWER PORTION FOR YOUR RECORDS E^
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REY-1547 EX AFP {08-13? NOTICE OF INHERITANCE TAX APPRAISEMENT- , '
ALLOWANCE-- -- '- OR--^"-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ILGENFRITZ EDWARD WFILE NO. :21 14-0031 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ONr 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 Hold 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) 12,749.83
6, Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 516,858.17
8. Total Assets (8) 529,608.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 13,335.90.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) el,766.29
11. Total Deductions (11) 18,102.19
12. Net Value of Tax Return (12) 511,505.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13} 500 . 00
14. Net Value of Estate Subject to Tax (14) 511 ,005-81
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) 491,005.81 X 00 = .06
16. Amount of Line 14 taxable at lineal rate (16) 2n.Ong-nn X 045 = 900.00
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 900.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-26-2014 CDO18943 .00 900.00
TOTAL TAX PAYMENT 900.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
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.