HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX -J-K'L- 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 NICHOLAS FRANCES S
DATE OF DEATH 09-08-2013
FILE NUMBER 21 13-1240
COUNTY CUMBERLAND
STONE ETHAN K ACN 101
3400 TRINDLE RD APPEAL DATE: 12-05-2014
CAMP HILL PA 17011-4435 (See reverse side under Objections)
Amount Remittedi
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—
i-E-V---li4�--E-X-i-F�-i-Oi:-li-)--N6-T-Ii-E--Oi--I-N-Hi-Ri-Ti-N-C-E-i-Ai-i�-Pi-Ai-Si-M-E-N-T-,-i-LE-O-Wi-NE-E--Oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF. NICHOLAS FRANCES SFILE NO. :21 13-1240 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 367,861.74 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) CS) .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) 43,879. 19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 411,740.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,800.00
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 3,131.07
11. Total Deductions (11) 21,931 .07
12. Not Value of Tax Return (12) 389,809.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3r",809.86
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1& and/or-`f9 iC*'>n
reflect figures that include the total of all returns assessed
-0
L
ASSESSMENT OF TAX: M ---A (n
15. Amount of Line 14 at spousal rate (15) .00 X n
16. Amount of Line 14 taxable at lineal rate (16) Agg,ang-B.& X V-4 T 54,1i.qA
(0-
17. Amount of Line 14 at sibling rate (17) on x 1-2 C).
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 C'L
19. Principal Tax Due -C19),= 5 41i.zii
TAX CREDITS:
PAYMENT RECEIPT DISCOUNTCD
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID T1
06-05-2014 CDO19255 .00 17,541 .44
TOTAL TAX PAYMENT 17,541.44
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.