HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ( 14 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX ASP t08-13J
HARRISBURG PA 17128-0607 RECORDED OFFICE OF
REGISTER OF -BILLS DATE 12-16-2013
DEC q I', ESTATE OF ALEXANDER BRIAN L
<vil3 D 13 f n 3 23 FILE NUMBERTH 21 13-0114
COUNTY CUMBERLAND
LUNDBERG LiA(AERK OF ACN 101
PNC BANK N A ORPHANS' COURT APPEAL DATE: 02-14-2014
PO BOX 308 CUMBERLAN�t C'� (See reverse side under Objections)
CAMP HILL PA 170 1-630 A 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 t--
REY-1547 EX AFP CO$-13} NOTICE OF INNERS TANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALEXANDER BRIAN LFILE NO. :21 13-0114 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 96,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,042,090.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) DO submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 254,687.00
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) 423,161.00
S. Total Assets CO) 7 ,815.93$.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9). 135,739.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 32.$50.00
ii. Total Deductions (11) 168,589.00
12, Net Value of Tax Return (72) 1,647,349.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 .152.996. 00
14. Net Value of Estate Subdect to Tax (14) 494,353.00
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 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) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 494,353.00 X 15 = 74,153.00
19. Principal Tax Due C19)= 74,153.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-22-2013 CDO17354 2,83 .00 53,865.00
09-20-2013 CDO18160 .00 17,453.00
TOTAL TAX PAYMENT 74, 153.00
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. +