HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF' DATE 12-22-2014
REGISTER OF WILLS ESTATE OF DITTENHAFER JR CLARENCE A
DATE OF DEATH 04-11-2012
1014 DEC 19 FILE NUMBER 21 12-0526
COUNTY CUMBERLAND
ANNA BORRO HAYS ESQ CLERK OF ACN 101
STE 400 ORPHANS, COURT
APPEAL DATE: 02-20-2015
635 N 12TH ST CUMBF_Rv."'T�l (See reverse side under Objections)
LEMOYNE PA 17U4 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS-LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DITTENHAFER JR CLARENCE AFILE NO. :21 12-0526 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 202,105.62 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 35,672.58 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 44,255.00
6. Jointly Owned Property (Schedule F) (6) 374.40
7. Transfers (Schedule G) (7) 514,000.00
8. Total Assets (8) 726,387.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 46,727. 19
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 8,079.57
11. Total Deductions (11) 54,806.76
12. Net Value of Tax Return (12) 741,580.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 350,000.00
14. Net Value of Estate Subject to Tax (14) 391,580.84
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 cis) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 591 ,5R0-84 x 045 = 17,621.14
17. Amount of Line 14 at sibling rate (17) AL x 12 = .00
18. Amount of Line 14 taxable at collateral rate .00 x 15 = .00
19. Principal Tax Due (19)= 17,621. 14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-10-2012 CDO16243 881.06 28,500.00
TOTAL TAX PAYMENT 29,381.06
BALANCE OF TAX DUE 11,759.92CR
INTEREST AND PEN. .00
TOTAL DUE 11,759.92CR
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.
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REV-7470 EX(OA'O) '
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i pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
_.-......_....z EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Clarence Dittenhafer, Jr. 2112-0526
REVIEWED BY ACN
Heidi Schultz 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 A vested remainder interest is taxable.
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