HomeMy WebLinkAbout09-30-13 t .1
RECOR" J A" ' OT'r;CE OF INHERITANCE TAX I GE, pennsylvania
r' r' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXEs. "J 'OP DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERIIANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601 '7} (} 7 ))
HARRISBURG PA 17128-0601 -i (j ( 1(_
DATE 09-30-2013
ESTATE OF SCAMBIA DANIEL V
CttMANS' COURT DATE OF DEATH 01-18-2012
CUt"SERLAND CO. RIy FILE NUMBER 21 12-0093
COUNTY CUMBERLAND
WALTERS III MURREL ACN 101
54 E MAIN ST APPEAL DATE: 11-29-2013
MECHANICSBURG PA 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 +—
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REV-1547 EX AFP {02-131 NOTICE OF INHERITANCE SAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCAMBIA DANIEL VFILE NO. :21 12-0093 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: t ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •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) (i) 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) 4,014.71
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 4,014.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schodule H) (9) 1 .781.99
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 9,038.47
ll. Total Deductions (117 10,820.46
12. Net Value of Tax Return (12) 6,805.75-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 697,154.11
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) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (Is) 697,154.11 X 15 = 104,573.11
19. Principal Tax Due (19)= 104,573.11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-17-2012 CDO15855 4,631.58 88,000.00
10-26-2012 CDO16699 7.83- 13,193.98
TOTAL TAX PAYMENT 105,817.73
BALANCE OF TAX DUE 1,244.62CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,244.62CR
* 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-iRb EXjPl-*-O)
` pennsylvania INHERITANCE TAX
: 3 DEPARTMENT OF REVENUE EXPLANATION "
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601 -
DECEDENT'S NAME Sambia, Daniel FILE NUMBER 2112-0093
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted additional assets and deductions.
Forwarded to Post Assessment Review Unit in reference to the reduction to schedule B.
ROW Paae 1