HomeMy WebLinkAbout08-29-14 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
PO BD% 280601 REV-1547 Ex AFP (08-13)
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF IRVIN DONALD C
DATE OF DEATH 07-27-2013
FILE NUMBER 21 13-0900
WEIGLE ESQ JERRY p COUNTY 21CUMBERLAND
126 E KING ST ACN 101
APPEAL DATE: 10-31-2014
SHIPPENSBURG PA 17257-1326 (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 F
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: IRVIN DONALD CFILE NO. :21 13-0900 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 261,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) . DO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) . 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41 ,059.22
6. Jointly Owned Property (Schedule F) C6) 54,242. 09
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 356 .301 .31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 62,744.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 24.154.06
11. Total Deductions (11) 86,898.76
12. Net Value of Tax Return (12) 269,402.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 269,402.55
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: ry
15. Amount of Line 14 at spousal rate (15) 107,580.23 X 00 = C7 „5D '-
16. Amount of Line 14 taxable at lineal rate C16) IAl .R99 47 X 045 = C+07,2--$2��„Q�Q— �
17. Amount of Line 14 at sibling rate (177 00 x 12 fp CAD _— C
18. Amount of Line 14 taxable at collateral rate (18) .00 15
0 x
00
19. Principal Tax Due — I-r1 F,
(19)= z7r 28260
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID n C-) n - '
b G
10-23-2013 CD018325 364. 10 7,500.00 O
_ �-._. r•' is
r
� ca (n �
N
TOTAL TAX PAYMENT 7,864. 10
BALANCE OF TAX DUE 582. 10CR
INTEREST AND PEN. .00
TOTAL DUE 582. 10CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \