Loading...
HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13) PO BOX 280601RECORDED OFFICE OF' HARRISBURG PA 17128-0601_ REGIIS1 , OF �� JLE5 DATE 11-10-2014 ?019 NOU la M 1.2 Cc ESTATE OF DLUGOLECKI STASIA H J.1 DATE OF DEATH 12-30-2013 CL�;...� _ FILE NUMBER 21 14-0287 COUNTY CUMBERLAND DLUG0&tX1V,'JR (.PAUL" S ACN 101 30SIJ M,RNRIP ;+ST i APPEAL DATE: 01-09-2015 MECHANICSBURG4 FA 17055 (See reverse side under Objections) Amount Remitted 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 --------------- --------------------- ------ --------------------------------------- REV-1547 EX AFP (08-13 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DLUGOLECKI STASIA HFILE NO. :21 14-0287 ACN: 101 DATE: 11-10-2014 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 140,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 46,416. 19 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 186,416. 19 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 43,196.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00 11. Total Deductions (11) 43,196.00 12. Net Value of Tax Return (12) 143,220.19 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 143,220. 19 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) 143.770. 19 X 045 = 6,444.91 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)= 6,444.91 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-10-2014 CDO19407 .00 6,441 .91 11-03-2014 SBADJUST .00 3.01 TOTAL TAX PAYMENT 6,444.91 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 CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,vl