Loading...
HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX -] pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��I►i��i DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - - REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 09-01-2014 ESTATE OF DAILEY KAREN L DATE OF DEATH 03-03-2013 FILE NUMBER 21 14-0264 KRAUB JR JACK p COUNTY 21CUMBERLAND ACN 120 WISP CREEK DR APPEAL DATE: 10-31-2014 BAILEY CO 80421-2348 (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: DAILEY KAREN LFILE NO. :21 14-0264 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) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, . 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portior 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) •00 6. Jointly Owned Property (Schedule F) (6) 11,693.65 7. Transfers (Schedule G) (7) 10,718. 02 B. Total Assets (8) 22.411 .67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.446.63 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 3,446.63 12. Net Value of Tax Return (12) 18,965.04 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 18,965. 04 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) 18.96Fi. nG X 045 = r.,, 853.43 �T- 17. Amount of Line 14 at sibling rate (17) - 00 X 18. Amount of Line 14 taxable at collateral rate (18) .00 X 3j C7 19. Principal Tax Due UPI%= L= 8�r-3� TAX CREDITS: rn = c� PAYMENT RECEIPT DISCOUNT (+) r. N rTI rn AMOUNT PAID ;m. �J CO :7 D DATE NUMBER INTEREST/PEN PAID (-) -,\ " O 03-19-2014 CDO18918 7.42- 861 .68^ C) -n -n c C•i F + r rn r � CJ Cn O 4 TOTAL TAX PAYMENT 854.26 BALANCE OF TAX DUE .83CR INTEREST AND PEN. .00 TOTAL DUE .83CR v 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.