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HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX pennsyLvama APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX T INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13) PO BOX 280601 (. HARRISBURG PA 17129-0601 O(FiCE OF ECa�CC DATE 01-20-2014 REGISTER �� day L$ ffEyySTATE OF THRUSH ALAN H OATE OF DEATH 1101 U F LE NUMBER 21 13-0613 CLERK C� COUNTY CUMBERLAND SCHERER ESQ MICHAEL A ACN 101 19 W SOUTH ST �„PHANS' COURT APPEAL DATE: 03-21-2014 CARLISLE PA 17013- ` RLARD CO„ ; (See reverse side under Objections) t Amount Remittedi MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 i CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS 4— REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: THRUSH ALAN HFILE NO. :21 13-0613 ACN: 101 DATE: 01-20-2014 TAX RETURN WAS: i X) ACCEPTED AS FILED ( } CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 136,000.80 NOTE: To ensure proper 2- Stocks and Bonds (Schedule B) (2) .DO credit to your account, DO submit the upper portion 3. Closely Hold Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •06 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,146.95 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfer$ (Schedule G) (7) .00 8. Total Assets (8) 148,146.95 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,585.71 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 148,587.57 11. Total Deductions (11) 163,173.28 12. Net Value of Tax Return (12) 15,026.33- 13. Charitable/Governmental Bequests; Non-electod 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 15,026.33- 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 = 100 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) .00 X 15 = .00 19. Principal Tax Due (19}° .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. 100 �Ar+ TOTAL DUE .00 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.