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HomeMy WebLinkAbout10-28-13 L rVI NOTICE OF INHERITANCE TAXW pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES _ DEPARTMENT OF REVENUE INHERITANCE 2806 TAx Divlsmx y� ryr= Of,.DEDU,GT I{}NS AND ASSESSMENT OF TAX PO SOX 28 0607 �'t��}�.:FIJ `'« - ,`^'(- Li REV-1547 IX AFY t08-137 HARRISBURG PA 17128-0681 (',I jT_ �. ( 5 r.79r.� [7 s r, DATE 10-22-2013 "S!M �t_,+ + 28 r : 1 LQ ESTATE OF ANLIOT RICHARD B DATE OF DEATH 02-20-2013 CL;:,'.i OF FILE NUMBER 21 13-0286 G::M COUNTY CUMBERLAND MARTIN EA CItYSYAL`_,}y ,. ACN 101 R n 339 W GOVERNOR (Ri {,, JCKLx" ' '"`'� APPEAL DATE: 12-21-2013 HERSHEY PA 17033 (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 4- REV-1547 EX AFP {08-133 NOTICE OF INHERITANCE SAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ANLIOT RICHARD BFILE N0. :21 13-0286 ACN: 101 DATE: 10-22-2013 TAX RETURN WAS: ( ) ACCEPTED AS FILED OO 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) 114,570.55 credit to your account, 3. Closely Held Stook/Partnership Interest (Schedule C) (3) DD submit the upper Portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 16,570.00 6, Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 113,168.84 8, Total Assets (B) 244.309.39 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)_ 12. 57.70 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7.089.78 11. Total Deductions (11) 19,747.48 12. Net Value of Tax Return (12) 224,561.91 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 224,561.91 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 (1S) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 224- 61 91 X 045 = 10,105.29 17. Amount of Line 14 at sibling rate (17) - nn X 12 .00 18. Amount of Line 14 taxable at collateral rate 087 .00 X 15 .00 19. Principal Tax Due (19}= 10,105.29 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-} 05-20-2013 C 0017626 505.26 10,000.00 TOTAL TAX PAYMENT 10,505.26 BALANCE OF TAX DUE 399.97CR INTEREST AND PEN. ,00 TOTAL DUE 399.97CR x 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(01.10) e - pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISODEQ,PA 17128-0601 DECEDENT'S NAME FILE NUMBER Anliot, Richard 2113-0286 REVIEWED BY ACN Justin R. Gilmore 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1