HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX '-IRS pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE III!►�A�� DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF FABIAN WILLIAM F
DATE OF DEATH 03-28-2014
FILE NUMBER 21 14-0308
SHEELY ESQ ANDREW C COUNTY CUMBERLAND
127 SOUTH MARKET STRE ACN APPEAL DATE: 11-21-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 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 F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FABIAN WILLIAM FFILE NO. :21 14-0308 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 portiot 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) 144,316.08
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 56,810 .31
8. Total Assets (8) 201 ,126.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5.076. 08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.548. 18
11. Total Deductions (11) 8,624.26
12. Net Value of Tax Return (12) 192,502. 13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 192,502. 13
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: ^�
v
15. Amount of Line 14 at spousal rate (15) . 00 00 .00
16. Amount of Line 14 taxable at lineal rate (16) 192.1.07- 13TV245 60
17. Amount of Line 14 at sibling rate (17) - DD�r:dT)2 = m �,. 7J .00
18. Amount of Line 14 taxable at collateral rate (18) .007X 45-- r\) -`1 G .00
19. Principal Tax Due 2t1�9)= S gy6c62,60
TAX CREDITS: r cl o
PAYMENT RECEIPT DISCOUNT (+) L
AMOUNT PAID C-j CD
DATE NUMBER INTEREST/PEN PAID (-) - ) Cr H--�
05-07-2014 CDO19121 433. 13 8,229.9D-7 1--+ rn
(� r O
w tV
TOTAL TAX PAYMENT 8,662.63
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. . 00
TOTAL DUE . 03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.