HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF AUGUSTINE KENNETH
DATE OF DEATH 05-31-2012
FILE NUMBER 21 12-1096
COUNTY CUMBERLAND
AUGUSTINE STEVEN ACN 101
1004 COPPER CREEK DR APPEAL DATE: 11-21-2014
MECHANICSBURG PA 17050-1954 (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--4--
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: AUGUSTINE KENNETH FILE NO. :21 12-1096 ACN: 101 DATE: 09-22-2014
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 (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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,158.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) ..00
8. Total Assets (8) 3.158.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 .565.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 4,565.65
12. Net Value of Tax Return C12) 1,406.84-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . DO
14. Net Value of Estate Subject to Tax (14) 1 ,406.84-
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 assess" to date M
ASSESSMENT OF TAX: C Q -� _0 rrl
15. Amount of Line 14 at spousal rate (15) .00 CT y(q = :J
16. Amount of Line 14 taxable at lineal rate (16) - nn �1(Xi �r--i —p rn ;17.00
17. Amount of Line 14 at sibling rate (17) . nn ('` 112 fV G 00
18. Amount of Line 14 taxable at collateral rate (18) .00 ^R � T- � (7.00
19. Principal Tax Due t_'S C19)= C'> O • 00
TAX CREDITS: n Q ^11
PAYMENT RECEIPT DISCOUNT (+) __3 f"0
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ('rl
Cn Cn O
TOTAL TAX PAYMENT . 00
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.