HomeMy WebLinkAbout08-20-14 - - 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 08-18-2014
ESTATE OF PEFFER JOYCE
DATE OF DEATH 06-13-2013
FILE NUMBER 21 13-0682
COUNTY CUMBERLAND
MATEYZ MARK A ACN 101
55 W CHURCH AVE APPEAL DATE: 10-17-2014
CARLISLE PA 17013 (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: PEFFER JOYCE FILE NO. :21 13-0682 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 16,000.00 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) (2)
.00 credit to your account,
00 submit the upper Portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 16,000.00
B. Total Assets CB) 32,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3. 169.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 66.35
11. Total Deductions C11) 3,235.39
12. Net Value of Tax Return (12) 28,764.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,047,966.29
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 C15) .00 X 00 = 00
16. Amount of Line 14 taxable at lineal rate (16) 9.047.466-29 X 049 = 921158.49��
17. Amount of Line 14 at sibling rate C17) . 00 X L��
18. Amount of Line 14 taxable at collateral rate (18) .00 X IC <.�0.>
( ) 58
19. Principal Tax Due 9
��. 0158` 4T,,
TAX CREDITS: �cn t7
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID -
DATE NUMBER INTEREST/PEN PAID (-)
03-13-2014 CDO18886 .00 90,864.08
04-28-2014 (0019066 .00 1,294.40
08-11-2014 SBADJUST .00 4.89 tV
TOTAL TAX PAYMENT 92,158.49
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.
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"1 pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280BOI
DECEDENT'S NAME FILE NUMBER
Joyce Peffer 2113-0682
REVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted additional assets and deductions.
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