HomeMy WebLinkAbout09-24-14 (2) 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 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF TEITRICK FRANCES B
DATE OF DEATH 04-22-2013
FILE NUMBER 21 13-0546
COUNTY CUMBERLAND
OSZUSTOWICZ JOHN C ACN 101
104 S HANOVER ST APPEAL DATE: 11-21-2014
CARLISLE PA 17013 (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: TEITRICK FRANCES BFILE NO. :21 13-0546 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 179,000.08 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,471 .80 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership InteresT (Schedule L) (3) . 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) 216,379.49
6. Jointly Owned Property (Schedule F) (6) 400.63
7. Transfers (Schedule G) (7) 38,086.97
8. Total Assets (8) 438,338.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 26.939. 83
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,539.39
11. Total Deductions (11) 28,478.42
12. Net Value of Tax Return n(12) '4891860 .47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7 C ( ) '- 2-nD • DO
14. Net Value of Estate Subject to Tax q7,) cn 40( '8-
� CJ
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 1T� :18C-bnd7i r Y9 ;All
reflect figures that include the total of all returns asses eectrat dat)R. rn M
ASSESSMENT OF TAX: Cn '� v
15. Amount of Line 14 at spousal rate (15) .00-X(..00 _ O .00
16. Amount of Line 14 taxable at lineal rate (16) 407.R60 _47 X:..:04q _ __-3 18-,33.72
17. Amount of Line 14 at sibling rate (17) .88 X�-l2 08
18. Amount of Line 14 taxable at collateral rate (18) . 001 X-15
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID ,
DATE NUMBER INTEREST/PEN PAID (-)
07-11-2013 CDO17866 684.21 13,000.00
05-16-2014 CDO19173 .00 2,972.57
INTEREST IS CHARGED THROUGH 10-07-2014 TOTAL TAX PAYMENT 16,656.78
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,696.94
REVERSE SIDE OF THIS FORM JINTEREST AND PEN. 63.69
TOTAL DUE 1 ,760.63
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (LR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470EX(01-10}
INHERITANCE TAX
pennsylvarna EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
J
BUREAU OF INDIVIDUAL TAXES
PO Box 7$4661
DECEDENT'S NAME FILE NUMBER
Frances B Teitrick 2113-0546
REVIEWED BY - ACN
Yvonne Agent ID 86 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Total on Schedule B was not correctly carried forward to recapitulation page.
Total on Schedule F was not correctly carried forward to recapitulation page.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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