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HomeMy WebLinkAbout04-06-15 * NOTICE OF INHERITANCE TAX Pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL.,TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 171 - O1 REGOR�38�� ©FFICE OF REGISTER OF WILLS ESTATE 04-06-2015 ESTATE OF TAYLOR DANIEL J ?O� FIR DATE OF DEATH 12-02-2013 i tl t1 U FILE NUMBER 21 13-1288 IRWINC Ot COUNTY CUMBERLAND HAROLD S ACN 101 IR6RtfV,AN�(�Fr2,8e\T APPEAL DATE: 06-05-2015 B�V1.11ASr T! � C_t' (See reverse side under Objections) AL SLE PA 17013 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- 4- -------------- ----- -- - - ---- - --- -- --------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TAYLOR DANIEL JFILE NO. :21 13-1288 ACN: 101 DATE: 04-06-2015 TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 5,000.00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) (2) .00 credit to your account, 00 submit the upper portion S. 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) 24,031 .96 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 29,031 .96 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,298.24 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,962.00 11. Total Deductions (11) 18,260.24 12. Net Value of Tax Return C12) 10,771 .75 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cis) 00 14. Net Value of Estate Subject to Tax (14) 10,771 .75 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) 10,771 .72 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -nn x 045 = .00 17. Amount of Line 14 at sibling rate C17) .(Io X 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 11-17-2014 CDO19919 .00 1,249.00 TOTAL TAX PAYMENT 1,249.00 BALANCE OF TAX DUE 1,249.000R INTEREST AND PEN. .00 TOTAL DUE 1,249.000R * 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. `J REV4470 E�(Ot-10) •�' pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 �ARRISBURG.PA 17128-0601 DECEDENT'S NAME FILE NUMBER Daniel J. Taylor I 2113-1288 REVIEWED BY ACN Joseph -Agent#94 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES G 1 Decedent died at ago 49 and was not considered disabled. The asset is not taxable as the decedent did not have the ability to access or enjoy the asset during his lifetime without incurring a substantial penalty. Decedent died intestate, survived by his spouse and their issue. The surviving spouse's share is $30,000 plus half of the residue. A surviving spouse's intestate share is reportable on line 15�. ROW Page 1