HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT
BUREAU OF INDIVIDUAL TAXES OF TAX Po Box 28U601 - ' RECORDED OFFICE OF REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
REGISTER OF WILLS
7 DATE 09-09-2014
?011 u SE p 9 PM 3 00 DATETOFODEATH 11-14-2013 JEFFREY T
CLEhK OF FILE NUMBER 21 13-1252
COUNTY CUMBERLAND
PERKINS ESQ DAVORPHANS' COURT ACN 101
4 JAMES CIR CUMBERLANri v pt APPEAL DATE: 11-08-2014
SHIPPENSBURG PA 17257-2165 (See reverse side under Objections)
Amount Remitted I
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 C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HELMAN JEFFREY TFILE NO. :21 13-1252 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: C 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,
. 00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 9,828.43
6. Jointly Owned Property (Schedule F) (6) 3,373.75
7. Transfers (Schedule G) (7) 28,694.25
B. Total Assets (8) 41 ,896.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,301 .78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 893.02
11. Total Deductions (11) 13,194.80
12. Net Value of Tax Return (12) 28,701 .63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate SubSect to Tax (14) 28,701 .63
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) 9R-7111 -A3 X 045 = 1 ,291.57
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 1 ,291 .57
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-01-2014 CDO19093 .00 1 ,291 .57
TOTAL TAX PAYMENT 1 ,291 .57
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE . 00
e 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. (\\wJ\