HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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 10-06-2014
ESTATE OF PENC DAGMAR D
DATE OF DEATH 08-24-2013
FILE NUMBER 21 13-0940
COUNTY CUMBERLAND
PENC DAVID ACN 101
52 ROUND RIDGE RD APPEAL DATE: 12-05-2014
MECHANICSBURG PA 17055-9200 (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 -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PENC DAGMAR DFILE NO. :21 13-0940 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180,000.00 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 portion
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) 39,379.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 57,074.52
8. Total Assets (8) 276,453.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,738.74
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 107,440.23
11. Total Deductions (11) 118,178.97
12, Not Value of Tax Return (12) 158,274.86
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 158,274.86
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:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = ry .00
16. Amount of Line 14 taxable at lineal rate (16) lr,9.274_RA x 04
17. Amount of Line 14 at sibling rate (17) -nn x 12C->
C"i
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15nn :4 -4
19. Principal Tax Due 143 f- 7,122-.37(�
TAX CREDITS: cy)
1--i
PAYMENT RECEIPT DISCOUNT AMOUNT PAID t_7 C) C-)
-yl
DATE NUMBER INTEREST/PEN PAID (-) '1') tT
11-13-2013 CDO18396 356.12 7,334.53 zf ZIE
rrl
C3 Co
TOTAL TAX PAYMENT 7,690.65
BALANCE OF TAX DUE 568.28CR
INTEREST AND PEN. .00
TOTAL DUE 568.28CR
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.