HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX Z 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 PHILLIPPE SUZANNE E
DATE OF DEATH 05-02-2013
FILE NUMBER 21 13-0585
COUNTY CUMBERLAND
OTTO III ESQ IVO V ACN 101
10 E HIGH ST APPEAL DATE: 11-21-2014
CARLISLE PA 17013-3015 (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 --10 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PHILLIPPE SUZANNE EFILE NO. :21 13-0585 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate CSchedule A) (1) 180,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
. 00 credit to your account,
.00 submit the upper portion
S. 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) 2,293.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (B) 182.293.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24.715.34
30. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 152,003.67
11. Total Deductions (11) 176,719.01
12. Net Value of Tax Return (12) 5,574.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 33,228.09
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: n °
15. Amount of Line 14 at spousal rate (157 .00 000Q0 =
16. Amount of Line 14 taxable at lineal rate (167 - nn a5 Z.0 O. 00
r
17. Amount of Line 14 at sibling rate (17) .00 (� xa! n= x.00
18. Amount of Line 14 taxable at collateral rate (18) 33,228.09 1-5 R= N 4-,984.4-,984.2211
19. Principal Tax Due 4:984.21
TAX CREDITS: ` - -
PAYMENT RECEIPT DISCOUNT (+) .-) -� T1
AMOUNT PAID 'J ( -".-, C'�
DATE NUMBER INTEREST/PEN PAID (-) ' F-�
06-03-2014 .
CDO19233 .00 4, 18917--{ r m
06-03-2014 CDO19234 49. 18- 844.22 Cn (f) CD
09-15-2014 SBADJUST .00 '.27 F�
TOTAL TAX PAYMENT 4,984.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. `\�