HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX 0 ` pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
11 DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q_ i
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601ED OFFiCE OF"
HARRISBURG PA 17128-0601 RECORD
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REGIS T--J� OF WILLS
DATE 10-21-2014
?019 OCT 20 QIM 1.2 11 ESTATE OF DELL LARRY R
DATE OF DEATH 04-14-2013
C L E F FILE NUMBER 21 13-0494
COUNTY CUMBERLAND
GLEASON Tom mm%�,,,S P C 0 R T ACN 101
49 W ORANGE STCU MBERI_,,_) C^ , 7A, APPEAL DATE: 12-20-2014
SHIPPENSBURG PA 17257-1813 (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 RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DELL LARRY RFILE NO. :21 13-0494 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 170,000.00 NOTE: To ensure proper
2. Stocks and Bondi (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) 33,019.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets 203,019.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,498.90
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 107,076.27
11. Total Deductions (11) 127,575.17
12. Net Value of Tax Return (12) 75,443.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 75,443.90
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 "14at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 7F;.44A_90 x 045 = 3,394.53
17. Amount of Line 14 at sibling rate C17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,394.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-11-2014 CDO19284 40.50- 3,435.03
10-14-2014 SBADJUST .00 .70
TOTAL TAX PAYMENT 3,394.53
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. �y