HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX 1 , . 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 280
HARRIISBURG601 PA 17128-O&E C O R D E D OFFICE O F
REGISTER. OF WILLS
�} DATE 08-03-2015
?015 AUG 3 PM 1C. 01
ESTATE OF CUPP ALLEN L
DATE OF DEATH 06-17-2014
CLEF" :,F FILE NUMBER 21 15-0275
COUNTY CUMBERLAND
WHITLEY ES(ORPARNUGET) M- ACN 101
FL 6 CUMBER A :D t APPEAL DATE: 10-02-2015
17 S 2ND S (See reverse side under Objections)
HARRISBURG PA 17101 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 (�
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CUPP ALLEN LFILE NO. :21 15-0275 ACN: 101 DATE: 08-03-2015
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) •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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 91939.00
6. Jointly Owned Property (Schedule F) (6) 1,793.00
7. Transfers (Schedule G) (7) 00
8. Total Assets (8) 11 ,732.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 314.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 58,889.00
11. Total Deductions (11) 59,203.20
12. Net Value of Tax Return C12) 47,471.20-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 47,471 .20-
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) 1 .791-nn X 045 = 80.69
17. Amount of Line 14 at sibling rate (17) .00 )( 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 80.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-13-2015 CD020346 .00 6.00
INTEREST IS CHARGED THROUGH 08-18-2015 TOTAL TAX PAYMENT 6.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 74.69
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .94
TOTAL DUE 75.63
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. \`(�\
REV-1470 EX 61-10) ~
INHERITANCE TAX
pennsylvania EXPLANATION
DEPARTMENT OF REVENUE
__..... ..._...... OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG,PA M28_0601
DECEDENT'S NAME FILE NUMBER
Allen L Cupp 2115-0275
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 The value of the account subject to tax has been adjusted to $00 based on corrected date of
death value of the PNC bank account.
F 1 Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property as it was not the responsibility of the
survivors to pay the debts. Jointly held assets can't be taken against the Department of
Welfare claim.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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