HomeMy WebLinkAbout01-21-14 (2) fF( AIERVANCE TAX r pennsylvania
APPR��Fff; A}� %qA�t�@, OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF BtW(l ;ViV_1I3U AN 1 ASSESSMENT OF TAX
INHERITANCE TAX DIVISION II�(ss....���"^',`_"- REV-1547 EX AFP (08-13)
PO BOX 280601 {�
HARRISBURG PA 17128-0601
DATE _ of-zo-2814
CL. K G'r ESTATE OF EDRIS MARVIN J
{��Q�QNS3 COUWATE OF DEATH 10-28-2012
CUMBERLAND G4COUNTY UMBER CUMBERLAND
OTTO IVO V ACN 101
10 E HIGH ST APPEAL DATE: 03-21-2014
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted f— -----�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS (—
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EDRIS MARVIN JFILE NO. :21 12-1186 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1J 1,500,000.00 NOTE: To ensure proper
2. Stocks and Bonds t5chedule B) (2) 2,789. 15 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 28,117.33
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 2,530.906.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Adm. Costs/Misc. Expenses (Schedule H) (9) 52,531 .52
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .648.80
11. Total Deductions (11) 54,180.32
12. Net Value of Tax Return (12) 1,476,726.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,476,726.16
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 an = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 1 ,376.226.26 x 12 = 165,147.14
18. Amount of Line 14 taxable at collateral rate CIS) 200,500.00 X 15 = 15,075.00
19. Principal Tax Due (19)= 180,222.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
0 -28-2013 CDOI 100 4,473.68 85,000.00
07-24-2013 CDO17933 .00 87,748.59
INTEREST IS CHARGED THROUGH 02-04-2014 TOTAL TAX PAYMENT 177,222.27
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,999.87
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 46.98
T07AL DUE 3,046.85
* 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. x
REV�1470 EXTW-10)
pennsylvania
DEPARTMENT OF REVENUE INHERITANCE TAX
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
0
DECEDENT'S NAME
Marvin Edris FILE NUMBER
REVIEWED BY 2112-1186
Alan Mater ACN
SCHEDULE ITEM
101
NO. EXPLANATION OF CHANGES
F 1 Separate billing requested.
The decedent's Will bequeaths $100,000 to his friend. A disclaimer is required to be filed
within nine months from the date of death. Since Mr. Donicker did not disclaim this
bequest, $100,000 is taxable at the 15 percent tax rate.
ROW
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