HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 a AFP (09-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF UPDYKE ARLEEN E
DATE OF DEATH 10-28-2013
FILE NUMBER 21 13-1179
COUNTY CUMBERLAND
LENOX DAVID i ACN 101
STE 3 APPEAL DATE: 10-17-2014
8 TRISTAN DR (See reverse side under Objections)
DILLSBURG PA 17019-1638 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: UPDYKE ARLEEN EFILE NO. :21 13-1179 ACN: 101 DATE: 08-18-2014
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,
.
S. Closely Held Stack/Partnership Interest (Schedule C) (3) 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) 29,320.86
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 29.320.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.997.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 41808.89
11. Total Deductions (11) 13,806.48
12. Net Value of Tax Return (12) 15,514.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 15,514.38
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) 1R.RICA AR X 045 = 698. 15
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 (C")= 698. 15
TAX CREDITS: -"
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID C.
DATE NUMBER INTEREST/PEN PAID (-) ('� C f _u
04-07-2014 CDO18993 .00 698. 15
JJ
i-�
TOTAL TAX PAYMENT IV 698. 1 T
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE . 00
v IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE X
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.