HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF FRANK JR THOMAS L
DATE OF DEATH 09-17-2013
FILE NUMBER 21 13-1149
COUNTY CUMBERLAND
STONE ESQUI DAVID H ACN 101
414 BRIDGE ST APPEAL DATE: 12-05-2014
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
Amount Remittedl
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-
iEi:li4�-EX-�F�-iOi-li)-NbTICE-Oi-iNHiRiTiNEE-iAi-iPPiAiS-MEiT,-iL�6WiNEE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FRANK JR THOMAS LFILE NO. :21 13-1149 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 85,000.00 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) (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) 43,310.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) C7) .00
S. Total Assets 128,310.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,632.64
10. Debts/Mortgage Liabilities/Liens CSchedule 1) (10) 9.56
11. Total Deductions c11) 20,642.20
12. Net Value of Tax Return (12) 107,668.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 107,668. 11
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 = .00
16. Amount of Line 14 taxable at lineal rate (16) On x 045 = Do
17. Amount of Line 14 at sibling rate (17) on X 12 = r--) _00
18. Amount of Line 14 taxable at collateral rate (18) 107,668. 11 XL.5 = -:d_6,P9 04 2
19, Principal Tax Due 3Z(g)= S'-1 6,I
A'� -02
TAX CREDITS: rti
PAYMENT RECEIPT DISCOUNT AMOUNT PAID ;'T1 M
DATE NUMBER INTEREST/PEN PAID 71 t::)
12-17-2013 CDO18548 789.47 15,000.00
05-29-2014 CDO19221 .00 360. C-7) C-)
CD,
C=
r- rn
�4
TOTAL TAX PAYMENT 150.T
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE -A
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �3y