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HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX ` pennsylvama BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX -- REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 17128-0601 RECOK_D Cr- ICE OF n r-rn DATE 10-28-2013 I?E°�ST ER Of =ILLS ESTATE OF MALIS HENRY J po �1 nf�, DATE OF DEATH 10-03-2012 i ZU ril 2zl FILE NUMBER 21 12-1189 ADLER W ' .I AM' -G COUNTY CUMBERLAND 4 -L- � ACN 101 4949 DEVONSHIRE.�RD APPEAL DATE: 12-27-2013 HARRISBURG U PA 171.09-1729 (See reverseside 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MALIS HENRY JFILE NO. :21 12-1189 ACN: 101 DATE: 10-28-2013 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 CSchedule B) (2) 47,420.00 credit to your account, . 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 718.00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 48.138.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,553.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 200.110. 00 11. Total Deductions (11) 216.663.00 12. Net Value of Tax Return (12) 168,525.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 168,525.00- 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 DO = .00 16. Amount of Line 14 taxable at lineal rate (16) 00 X 045 = .00 17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 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. Uy