HomeMy WebLinkAbout09-09-14 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 a AFP (08-13)
PO BOX 280601 , A RECORDED HARRISBURG PA 17128-0601 RDED
REGISTER OF W F 09-09-2014
�+ ,I�S�T TE OF CLONTZ JOHN B
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7 VEP (1 p DAT� OF DEATH 07-24-2013
i7 1-P� 4 NUMBER 21 13-0849
SHAULIS ESQ KATHLEEN K D IA DF ACN 101BERLAND
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CARLISLE PA l70l3yAWRLNS APPEAL
(See reversesdeunder Objections)
D Co., PAmount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: CLONTZ JOHN BFILE NO. :21 13-0849 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 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)
25,992.36 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 74,265.77
6. Jointly Owned Property (Schedule F7 (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 100.258. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 .620.26
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.336.54
11. Total Deductions (11) 23,956.80
12. Net Value of Tax Return (12) 76,301 .33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 76,301 .33
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) - nn X 045 = . 00
17. Amount of Line 14 at sibling rate (17) 76.301 .33 X 12 = 9,156. 16
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 9,156. 16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-28-2014 CDO19074 .00 9,156.16
09-02-2014 SBADJUST . 00 3. 00
TOTAL TAX PAYMENT 9,156. 16
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.