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 ESTEP ALVENA M
DATE OF DEATH 07-09-2013
FILE NUMBER 21 13-0823
COUNTY CUMBERLAND
GREENE ESQ JESSICA F ACN 101
STE 0100 APPEAL DATE: 10-17-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 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 F
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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: ESTEP ALVENA MFILE NO. :21 13-0823 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) C2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (37 00 submit the upper portion 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) 82,846.79
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 82,846.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,350.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.785. 09
11. Total Deductions (11) 12,135.63
12. Net Value of Tax Return (12) 70,711 . 16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 70,711 . 16
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)� 1jL� ll•�Z1L- X 0_ _ s 182.0�-:
17. Amount of Line 14 at sibling rate (17) . 0L00 X 1QQR77 k_l
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 1rJ1_
19. Principal Tax Due 18 --08
TAX CREDITS: _
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID O
DATE NUMBER INTEREST/PEN PAID (-) -
09-13-2013 CDO18146 98. 19 1,865.60'
04-09-2014 CDC18992 .00 1,218.21
-T
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TOTAL TAX PAYMENT 3,182.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 `\n
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.