HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAXPennsylvaniaI
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q.1/
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO Box 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REGISTER OF WILL&TE 10-21-2014
CM 1 2 ESTATE OF FLETAEVELYN
?014 00T 80 I&E OF DEATH 10-UG14-S2013D
FILE NUMBER 21 13-1168
CLEK., OF COUNTY CUMBERLAND
LINSENBACH ESQ BRIAN cORPHAPdS, COUJJ ACN - 101
8 N BALTIMORE ST CUMBERLAr:,r) APPEAL DATE: 12-20-2014
DILLSBURG PA 17019 Ali (See reverse side under Objections)
Amount Remitted I I
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 +—
R--V:-1;4-7--Ei--A-F�--C-0-8--i-S-)-�-O-T-IEi--O-F-i-N-H-Ei-I-T-A�E-E-i�-X--A��-R-Aii-E-M-E�i-,--AE-L-O-Wi�-C-E-6-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FUGLESTAD EVELYN FILE NO. :21 13-1168 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 61,240.80 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 25,327.40 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00, tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) 118,457.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 205,025.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,432.17
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 4,307.92
11. Total Deductions (11) 13,740.09
12. Net Value of Tax Return (12) 191,285.74
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) 1,500.00
14. Net Value of Estate Subject to Tax (14) 189,785.74
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) _nQ x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 189,785.74 x 15 = 28,467.87
19. Principal Tax Due (19)= 28,467.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-12-2014 CDO19288 .00 28,242.86
INTEREST IS CHARGED THROUGH 11-05-2014 TOTAL TAX PAYMENT 28,242.86
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 225.01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.10
TOTAL DUE 227.11
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.
REV-1470 EX(01.10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box280601
HARRISJBU
RG_PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Fuglestad, Evelyn 2113-1168
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Claim for charitable deduction was taken twice.
ROW Page 1