HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX --. pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-154] IX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF ROBIE STEVE M
DATE OF DEATH 05-18-2013
FILE NUMBER 21 13-0775
COUNTY CUMBERLAND
SHEELY ESQ ANDREW C ACN 101
127 S MARKET ST APPEAL DATE: 04-18-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF- ROBIE STEVE MFILE NO. :21 13-0775 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,084.42
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 5.084.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 1 .868.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 94,935.33
11. Total Deductions C11) 96,803.87
12. Net Value of Tax Return (12) 91,719.45-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 91 ,719.45-
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: C) 7T!
15. Amount of Line 14 at spousal rate (15) .00 X 00'�` .OU,=
16. Amount of Line 14 taxable at lineal rate (16) -On X 045~_ .00`:)
17. Amount of Line 14 at sibling rate C17) . 00 X 12 �__ - .00"
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00 C- )
19. Principal Tax Due (19)=,- - . 00 '
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT 'T1
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.
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