HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAXli .. pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-154] EX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601 -
DATE 02-17-2014
ESTATE OF MIZELL CLINTON E
DATE OF DEATH 02-08-2013
FILE NUMBER 21 13-0803
COUNTY CUMBERLAND
HOGG ESQ STEPHEN J ACN 101
STE 101 APPEAL DATE: 04-18-2014 -
19 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013-3326 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 �--�
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REV__ -__1547__ EX AFP COB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MIZELL CLINTON EFILE NO. :21 13-0803 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 (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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,479.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 7,479.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4.211 .58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 239.49
11. Total Deductions (11) 4,451.07
12. Net Value of Tax Return (12) 3,028.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3,028.69
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) 3,028.69 X 15;-C '454-..30-�.�
19. Principal Tax Due (1.9)= .454'.36 C
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TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+7 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) G - -
10-24-2013 CDO18503 . 00 454.30 C7 .
c-,
TOTAL TAX PAYMENT 454.30
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.