HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (08-13)
PO BOX 280
HARRISBURG601 PA 17128-0601 RECORDED OFFICE OF
REGISTER OF WILLS DATE 10-21-2014
ESTATE OF DARBY INACLAIRE
?919 OCT 20 PM 12 12 DATE OF DEATH 12-20-2013
FILE NUMBER 21 14-0009
C L E 0 F COUNTY CUMBERLAND
OSZUSTOWICZ 'IPPHANED' COi"'-,;tT ACN 101
104 S HANOVER STAPPEAL DATE: 12-20-2014
CARLISLE 1/.013?
C U69 r7 r I
3420-, (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS +-
---------------
REV-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DARBY INACLAIRE FILE NO. :21 14-0009 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 6,925.60 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
o:xthis form with your
4. Mortgages/Notes Receivable (Schedule D) (4) -00 t payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 250,029.74
6. Jointly Owned Property (Schedule F) (6) 6,340.55
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 443,295.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29,355,49
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 177.68
11. Total Deductions (11) 29,533.17
12. Net Value of Tax Return (12) 413,762.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate subject to Tax (14) 413,762.72
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) 413.742.72 x 045 = 18,619.32
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,619.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-13-2014 CDO18887 894.74 17,000.00
06-11-2014 CDO10277 .00 724.58
TOTAL TAX PAYMENT 18,619.32
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. yf