HomeMy WebLinkAbout10-06-14 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 09-29-2014
ESTATE OF POWELL JAMES 0
DATE OF DEATH 04-02-2013
FILE NUMBER 21 13-0408
COUNTY CUMBERLAND
WEBBER JR ESQ RICHARD L ACN 101
126 E KING ST APPEAL DATE: 11-28-2014
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted i
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-
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REV-1547 EX AFP C08-13) NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POWELL JAMES OFILE NO. :21 13-0408 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 128,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 28,2 37.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 156,637.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,39 5.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,4 66.78
11. Total Deductions (11) 35,862.02
12. Net Value of Tax Return (12) 120,775.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 120,775.79
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 dates..,,,
ASSESSMENT OF TAX: C">
15. Amount of Line 14 at spousal rate (15) .00 X�PO= 3
16. Amount of Line 14 taxable at lineal rate (16) 1 20.Z79i-79 X r_0 14]g
17. Amount of Line 14 at sibling rate (17) .00 XQ2�2s --i C17 .5AO
18. Amount of Line 14 taxable at collateral rate (18) .00 XT-13a
19. Principal Tax Due (19)7 ' 5,4 4 91
TAX CREDITS: C3
C} -U `ry n
PAYMENT RECEIPT DISCOUNT C+) `rT _tl
AMOUNT PAID 1, ( �w
DATE NUMBER INTEREST/PEN PAID C-) J
05-16-2014 CD019181 .00 5,434.91 ` ' r-
CD C!) Co
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-17-2014 TOTAL TAX PAYMENT 5,434.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. 59.72
TOTAL DUE 59.72
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.