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 `i R ECORDED REV-154] IX AFP (08-13)
PO BOX 280601 OFFICE O F
HARRISBURG PA 17128-0601 REGISTER OF
WILLS DATE 09-09-2014
ESTATE OF KNIPE PATRICIA A
2019 SEP 9
PM 3 00 DATE OF DEATH 10-30-2013
�( FILE NUMBER 21 13-1257
CLEF,
COUNTY CUMBERLAND
WARSHAWSKY BRUCEORPHANS' COURT ACN 101
2320 N 2ND ST CUMBERLAND CO PA APPEAL DATE: 11-08-2014
HARRISBURG PA 17110-1008 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- 0,---RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS F
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REV-1547 EX AFP (08-153 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNIPE PATRICIA AFILE NO. :21 13-1257 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 116,380. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Inkerest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 8,253.43
6. Jointly Owned Property (Schedule F) (6) 3,842.50
7. Transfers (Schedule G) (7) 45,256.67
8. Total Assets (8) 173.732.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 22,601 . 01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 875.52
11. Total Deductions (11) 23,476.53
12. Net Value of Tax Return (12) 150 ,256.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 150,256.07
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) 1Fr] .Pr4 n7 X 045 = 6,761 .52
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)= 6,761 .52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-12-2013 CDO18518 289.47 5,500.00
01-25-2014 CDO18696 8.65 164.26
04-29-2014 CDO19079 .00 799. 14
TOTAL TAX PAYMENT 6,761 .52
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.