HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ..111'� DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL rnxss OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (88-13)
PO BOX 280681
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF FISHER CHARLES M
DATE OF DEATH 01-31-2013
FILE NUMBER 21 13-0195
COUNTY CUMBERLAND
MATEYA MARK A ACN 101
55 W CHURCH AVE APPEAL DATE: 04-18-2014
CARLISLE PA 17013-3202 (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 (08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FISHER CHARLES MFILE NO. :21 13-0195 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( 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 CSchetlule B) (2) .00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchetlule C) (3) 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) 111,234.57
6. Jointly Owned Property (Schedule F) (6) 122,336.91
7. Transfers CSchedule G) (7) 8,389.26
8. Total Assets (8) 241 ,960.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.407.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .260.94
11. Total Deductions (11) 17,668.86
12. Net Value of Tax Return (12) 224,291 .88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 224,291.88
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) 169,479.96 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) FG-R) ) -49 X 045 = 2,466.54
17. Amount of Line 14 at sibling rate (17) .00 X 12
18. Amount of Line 14 taxable at collateral rate (I8) . 00 X 15.j
19. Principal Tax Due (1!9)= 2,466.54 --'
TAX CREDITS: y
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID m
DATE NUMBER INTEREST/PEN PAID (-)
04-30-2013 CD017523 78.95 11500.00 C �.J
10-23-2013 CDO18301 .00 887.59
TOTAL TAX PAYMENT 2,466.54
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,`