HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsyLvania
B5;&�J06RFQ;7n0FF10E OF APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INDIVIDUAL VIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
INIfdMC TAX: S
PO BOX 280601 LL
HARRISBURG PA 17128-0601
?014 NOV 10 P 11 rl 1, 2 5q DATE 11-10-2014
ESTATE OF NAGY WILLIAM A
CL DATE OF DEATH 04-22-2013
0 R P HA I,"'S* C FILE NUMBER 21 13-0551
CUMBER' COUNTY CUMBERLAND
GIC06Y HUBERT X ACN 101
10 E HIGH ST APPEAL DATE: 01-09-2015
CARLISLE PA 17013-3015 (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 -
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E X A RAIiEME ALLOWANCE 6i
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NAGY WILLIAM AFILE NO. :21 13-0551 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON- SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 161,500.00 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
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) 1,762.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 163,262.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,808.03
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2,253.00
11. Total Deductions (11) 31 ,061 .03
12. Net Value of Tax Return (12) 132,201 .26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 372,555.23
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) A72,qF;9;-21 X 045 = 16,764.99
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)= 16,764.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-16-2013 CDO17883 789.47 15,000.00
02-06-2014 CDO18737 1.20- 1,500.00
06-04-2014 REFUND .00 6,224.87-
07-03-2014 CDO19377 13.56- 6,224.87
TOTAL TAX PAYMENT 17,274.71
BALANCE OF TAX DUE 509.72CR
INTEREST AND PEN. . 00
TOTAL DUE 509.72CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY I DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.