HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIO� OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 ECORDED OFFICE OF
HARRISBURG PA 17128-0601
IL L S DATE 11-03-2014
NIOU 9 Aim, 0 ESTATE OF DRUSCHEL ANITA L
DATE OF DEATH 09-05-2013
C LE''` FILE NUMBER 21 13-1000
OTTO III ORPH%.,vtu, v-- COUNTY CUMBERLAND
. I ACN 101
10 E HIG13tgT� B `RL I"- APPEAL DATE: 01-02-2015
CARLISLE PA 17013 (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 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DRUSCHEL ANITA LFILE NO. :21 13-1000 ACN: 101 DATE: 11-03-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (l) 295,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 148 146.8 5 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) C5) 29,273.11
6. Jointly Owned Property (Schedule F) (6) 179,926.85
7. Transfers (Schedule G) (7) 138,116.76
8. Total Assets (8) 790,463.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 67,230.42
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 7,262. 19
11. Total Deductions (11) 74,492.61
12. Net Value of Tax Return (12) 715,970.96
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 715,970.96
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) 536.044- I I x 045 = 24,121 .98
17. Amount of Line 14 at sibling rate (17) - 109.9 6.$ x 12 = 13,191.22
18. Amount of Line 14 taxable at collateral rate (18) 70,000.00 x 15 = 10,500.00
19. Principal Tax Due (19)= 47,813.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-05-2014 CDO19250 .00 40,463.20
07-24-2014 CDO19455 12.79- 7,362.79
08-29-2014 CDO19617 16.74- 477.83
TOTAL TAX PAYMENT 48,274.29
BALANCE OF TAX DUE 461.09CR
INTEREST AND PEN. .00
TOTAL DUE 461 .09CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 41FOR
REV-1470-EX.(01-10) '
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` p y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.
DECEDENT'S NAME FILE NUMBER
Anita L. Druschel 2113-1000
REVIEWED BY C. Moyer
AGN 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 4 Jointly held property is taxable at the rate of the joint owner.
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