HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX r7-T pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE QV DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF SCHAD HELEN A
DATE OF DEATH 07-11-2012
FILE NUMBER 21 12-0813
COUNTY CUMBERLAND
FLOWER THOMAS E ACN 101
10 W HIGH ST APPEAL DATE: 11-28-2014
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted) I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
RiV:-I-S4-7--Ei--AFP-(-0-8--ii-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-Iii-M-E-NT-,--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHAD HELEN AFILE NO. :21 12-0813 ACN: 101 DATE: 09-29-2014
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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) CS) .
— 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) 2,240.71
6. Jointly Owned Property (Schedule F) (6) 557.70
7. Transfers (Schedule G) C7) .00
S. Total Assets (8) 2,798.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,940.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00
11. Total Deductions (11) 2,940.00
12. Net Value of Tax Return (12) 141.59-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 141.59-
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: C")
15. Amount of Line 14 at spousal rate (15) . 00 X cqoQ= 70
16. Amount of Line 14 taxable at lineal rate (16) -nn x�W4:W-7 Co 0
7]
17. Amount of Line 14 at sibling rate (17) nO X
18. Amount of Line 14 taxable at collateral rate (18) .00 X r-i 5, - 71 (a0
19. Principal Tax Due (k"qp 47 X10
TAX CREDITS: 13 C-3 C)
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
C=) co
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.