HomeMy WebLinkAbout10-20-14 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 BX
HARRIOSBURG280601 PA 17128-0601 RECORDED OFFICE OF
REGISTER OF VALS DATE 10-21-2014
ESTATE OF KNAUB ALVIN D
2014 OCT 20 IF il '412 11 DATE OF DEATH 05-26-2013
FILE NUMBER 21 13-0624
CLEF,, OF COUNTY CUMBERLAND
FREY R WHAN%' 03URT ACN 101
5 S HANOVER ST . APPEAL DATE: 12-20-2014
CARLISLE CWAU776:44_�13-30'4'_ PA (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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNAUB ALVIN DFILE N0. :21 13-0624 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 170,000.00 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
- 'f this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 184,610.10 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 70,163. 16
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 128,412.62
8. Total Assets 553,185.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 44,895.51
10. Debts/Mortgage Liabilities/Liens (Schedule 1) C10) .0 0
11. Total Deductions (11) 44,895.51
12. Net Value of Tax Return (12) 508,290.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 508,290.37
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, IS 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 cis) .00, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 446,444.R4 x 045 = 20,099.10
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) 61,643.53 x 15 = 9,246.53
19. Principal Tax Due (19)= 29,345.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-09-2013 CDO18003 1,210.53 23,000.00
06-11-2014 CDO19280 .00 4,514.24
07-16-2014 CDO19425 45.99- 681 .39
TOTAL TAX PAYMENT 29,360.17
BALANCE OF TAX DUE 14.54CR
INTEREST AND PEN. .00
TOTAL DUE 14.54CR
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.