HomeMy WebLinkAbout06-17-15 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)
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DATE 06-15-2015
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ESTATE OF AGAR KENNETH E
JUN 1 LDATE OF DEATH 03-31
-2014
S FILE NUMBER 21 14-0386
CUMBERLAND
CLEF'�\ OF COUNTY
PA - N 1 GG'PCT,-fPHEN E ACN 101
23MEP'?U&' S T APPEAL DATE: 08-14-2015
PA
(See reverse side under Objections
WWE��46�") CO"PA 17268-1621
Amount Remittedl
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: AGAR KENNETH EFILE NO. :21 14-0386 ACN: 101 DATE: 06-15-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 39,047.38 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) 141,945.58
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 9,962.67
8. Total Assets (8) 190,955.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,897.67
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 475.05
11. Total Deductions (11) 33,372.72
12. Net Value of Tax Return (12) 157,582.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) ,00
14. Net Value of estate Subject to Tax (14) 157,582.91
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 C16) I r37.f;R?-91 X 045 = 7,091.23
17. Amount of Line 14 at sibling rate (17) nnl x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 7,091 .23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-30-2014 CDO19368 354.56 7,200.00
TOTAL TAX PAYMENT 7,554.56
BALANCE OF TAX DUE 463.33CR
INTEREST AND PEN. .00
TOTAL DUE 463.33CR
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.