HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX , pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REY-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-8601
DATE 09-01-2014
ESTATE OF ALLEMAN JR IRA F
DATE OF DEATH 01-25-2014
FILE NUMBER 21 14-0106
COYNE ESQ LISA M COUNTY 21CUMBERLAND
ACN 101
3901 MARKET ST APPEAL DATE: 10-31-2014
CAMP HILL PA 17011-4227 (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
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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: ALLEMAN JR IRA FFILE NO. :21 14-0106 ACN: 101 DATE: 09-01-2014
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 (Schetlule B) (2) 33,233.40 credit to your account,
.00 submit the upper portion
3. Closely Heltl 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/Misc. Personal Property (Schetlule E) (5) 10,899.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 44,133.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 264.32
11. Total Deductions (11) 23,579.58
12. Net Value of Tax Return (12) 20,553.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 20,553.74
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 rata (16) 90 •r+F;-7G X 0.'/D-) = c� 924.9�
17. Amount of Line 14 at sibling rate (17) - 00 X � �rn.
�a
18. Amount of Llne 14 taxable at collateral rate (18) . 00 X kS
19. Principal Tax Due �9� n • 92�i
TAX CREDITS: r- z to r:T M
PAYMENT RECEIPT DISCOUNT (+) .:7 C.0 :J C7
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ' Q O
04-23-2014 CD019059 46.25 878.67; 3 en T
r7 ( ZE
r-. r- m
r
� w cn o °
` w �1
TOTAL TAX PAYMENT 924.92
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. \-